Position history for EP Wealth Advisors, LLC's holdings in DIMENSIONAL ETF TRUST
EP Wealth Advisors, LLC holds 2.8M shares of DFLV (DIMENSIONAL ETF TRUST), worth $99.8M as of 2026-Q1. The position was decreased (-10.7% shares). DFLV represents 0.5% of EP Wealth Advisors, LLC's portfolio.
Current Value
$99.8M
Current Shares
2.8M
Total Value Change
+$22.7M
Total Shares Change
+128,672
Other major holders of DFLV: Savant Capital, LLC
Decreased |
| 2.8M |
-10.7% |
| $99.8M |
| 0.5% |
| $36.68 |
0 |
| 2025-Q4 | 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 |