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DFGRDFGR
3 quarters

Position history for EP Wealth Advisors, LLCEP Wealth Advisors, LLC's holdings in DIMENSIONAL ETF TRUST

EP Wealth Advisors, LLC holds 158,716 shares of DFGR (DIMENSIONAL ETF TRUST), worth $4.6M as of 2026-Q2. The position was decreased (-6.4% shares). DFGR represents 0.0% of EP Wealth Advisors, LLC's portfolio.

Current Value

$4.6M

Current Shares

158,716

Total Value Change

-$894,495

Total Shares Change

-49,176

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
158,716
-6.4%
$4.6M0.0%$28.97
0
2026-Q1
Decreased
169,563
-18.4%
$4.5M0.0%$28.45
0
2025-Q4
New
207,892
-
$5.5M0.0%$26.61
37

Other major holders of DFGR: Savant Capital, LLC

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