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Showing 7 of 12 quarters

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

EP Wealth Advisors, LLC holds 668,782 shares of DFIC (DIMENSIONAL ETF TRUST), worth $23.8M as of 2026-Q1. The position was decreased (-0.7% shares). DFIC represents 0.1% of EP Wealth Advisors, LLC's portfolio.

Current Value

$23.8M

Current Shares

668,782

Total Value Change

+$23.6M

Total Shares Change

+661,070

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Decreased
668,782
-0.7%
$23.8M0.1%$36.76
0
2025-Q4
Decreased
673,660
-23.1%
$23.2M0.1%$34.63
0
2025-Q2
Increased
876,069
+1.8%
$27.2M0.2%$30.64
35
2025-Q1
Increased
860,660
+675.8%
$23.9M0.2%$27.34
55
2024-Q4
Increased
110,936
+842.9%
$2.9M0.0%$25.10
42
2024-Q3
Increased
11,765
+52.5%
$331,0690.0%$27.23
33
2024-Q2
Decreased
7,712
-18.5%
$202,7520.0%$25.25
0

Other major holders of DFIC: MERCER GLOBAL ADVISORS INC /ADV, ENVESTNET ASSET MANAGEMENT INC

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