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
Other major holders of DFIV: Kestra Advisory Services, LLC, NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO, MERCER GLOBAL ADVISORS INC /ADV
Increased |
| 7.2M |
+18.5% |
| $381.4M |
| 1.9% |
| $53.50 |
58 |
| 2025-Q4 | Increased | 6.1M | +71.2% | $304.3M | 1.6% | $50.10 | 73 |
| 2025-Q2 | Increased | 3.6M | +18.4% | $152.5M | 1.0% | $42.28 | 56 |
| 2025-Q1 | Increased | 3M | +12.8% | $118.4M | 0.9% | $38.53 | 48 |
| 2024-Q4 | Increased | 2.7M | +26.9% | $94.6M | 0.8% | $34.26 | 52 |
| 2024-Q3 | Increased | 2.1M | +21.0% | $80M | 0.7% | $36.62 | 50 |
| 2024-Q2 | Increased | 1.7M | +10.7% | $62.4M | 0.7% | $34.22 | 46 |