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DFLVDFLV
14 quarters

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

EP Wealth Advisors, LLC holds 2.7M shares of DFLV (DIMENSIONAL ETF TRUST), worth $108.1M as of 2026-Q2. The position was decreased (-2.2% shares). DFLV represents 0.4% of EP Wealth Advisors, LLC's portfolio.

Current Value

$108.1M

Current Shares

2.7M

Total Value Change

+$105.4M

Total Shares Change

+2.6M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
2.7M
-2.2%
$108.1M0.4%$39.54
0
2026-Q1
Decreased
2.8M
-10.7%
$99.8M0.5%$36.68
0
2025-Q4
Decreased
3.1M
-59.9%
$107M0.6%$34.49
0
2025-Q2
Increased
7.8M
+20.3%
$241.6M1.6%$30.67
58
2025-Q1
Increased
6.5M
+27.6%
$197.9M1.6%$29.90
60
2024-Q4
Increased
5.1M
+46.5%
$152.3M1.2%$29.39
65
2024-Q3
Increased
3.5M
+29.9%
$106.7M0.9%$30.11
53
2024-Q2
Increased
2.7M
+16.6%
$77M0.8%$28.16
49
2024-Q1
Increased
2.3M
+17.8%
$68.5M0.8%$29.09
49
2023-Q4
Increased
1.9M
+34.3%
$52.5M0.7%$26.15
53
2023-Q3
Increased
1.4M
+42.0%
$35.8M0.6%$23.84
55
2023-Q2
Unchanged
1M
0.0%
$19.5M0.3%$24.08
0
2023-Q1
Increased
1M
+829.0%
$32.8M0.6%$23.14
66
2022-Q4
New
109,499
-
$2.7M0.0%$23.28
36

Other major holders of DFLV: Savant Capital, LLC

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