Position history for EP Wealth Advisors, LLC's holdings in DIMENSIONAL ETF TRUST
EP Wealth Advisors, LLC holds 3.1M shares of DFLV (DIMENSIONAL ETF TRUST), worth $107M as of 2025-Q4. The position was decreased (-59.9% shares). DFLV represents 0.6% of EP Wealth Advisors, LLC's portfolio.
Current Value
$107M
Current Shares
3.1M
Total Value Change
+$29.9M
Total Shares Change
+461,837
Other major holders of DFLV: Savant Capital, LLC
Decreased |
| 3.1M |
-59.9% |
| $107M |
| 0.6% |
| $34.49 |
0 |
| 2025-Q2 | Increased | 7.8M | +20.3% | $241.6M | 1.6% | $30.67 | 58 |
| 2025-Q1 | Increased | 6.5M | +27.6% | $197.9M | 1.6% | $29.90 | 60 |
| 2024-Q4 | Increased | 5.1M | +46.5% | $152.3M | 1.2% | $29.39 | 65 |
| 2024-Q3 | Increased | 3.5M | +29.9% | $106.7M | 0.9% | $30.11 | 53 |
| 2024-Q2 | Increased | 2.7M | +16.6% | $77M | 0.8% | $28.16 | 49 |