Back to EP Wealth Advisors, LLC EP Wealth Advisors, LLC

DFIVDFIV
17 quarters

Position history for EP Wealth Advisors, LLCEP Wealth Advisors, LLC's holdings in DIMENSIONAL INTERNATIONAL VA

EP Wealth Advisors, LLC holds 9.2M shares of DFIV (DIMENSIONAL INTERNATIONAL VA), worth $496.9M as of 2026-Q2. The position was increased (+27.3% shares). DFIV represents 1.9% of EP Wealth Advisors, LLC's portfolio.

Current Value

$496.9M

Current Shares

9.2M

Total Value Change

+$494.3M

Total Shares Change

+9.1M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
9.2M
+27.3%
$496.9M1.9%$54.02
61
2026-Q1
Increased
7.2M
+18.5%
$381.4M1.9%$53.50
58
2025-Q4
Increased
6.1M
+71.2%
$304.3M1.6%$50.10
73
2025-Q2
Increased
3.6M
+18.4%
$152.5M1.0%$42.28
56
2025-Q1
Increased
3M
+12.8%
$118.4M0.9%$38.53
48
2024-Q4
Increased
2.7M
+26.9%
$94.6M0.8%$34.26
52
2024-Q3
Increased
2.1M
+21.0%
$80M0.7%$36.62
50
2024-Q2
Increased
1.7M
+10.7%
$62.4M0.7%$34.22
46
2024-Q1
Increased
1.6M
+4.8%
$57.6M0.7%$34.31
44
2023-Q4
Increased
1.5M
+8.7%
$51.4M0.7%$32.01
45
2023-Q3
Increased
1.4M
+257x
$44.9M0.7%$30.09
66
2023-Q2
Unchanged
5,326
0.0%
$37.1M0.5%$29.72
0
2023-Q1
Decreased
5,326
-99.3%
$228,1100.0%$28.85
0
2022-Q4
Increased
738,595
+114.1%
$22.5M0.4%$27.18
55
2022-Q3
Increased
344,979
+86.2%
$8.9M0.2%$22.96
51
2022-Q2
Increased
185,323
+132.3%
$5.4M0.1%$25.70
52
2022-Q1
New
79,776
-
$2.7M0.1%$29.34
36

Other major holders of DFIV: NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO, MERCER GLOBAL ADVISORS INC /ADV

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used