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DFIV
Showing 7 of 16 quarters

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

EP Wealth Advisors, LLC holds 7.2M shares of DFIV (DIMENSIONAL ETF TRUST), worth $381.4M as of 2026-Q1. The position was increased (+18.5% shares). DFIV represents 1.9% of EP Wealth Advisors, LLC's portfolio.

Current Value

$381.4M

Current Shares

7.2M

Total Value Change

+$319M

Total Shares Change

+5.5M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
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

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

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