Back to EP Wealth Advisors, LLC

DFLV
Showing 7 of 13 quarters

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

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
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

Other major holders of DFLV: Savant Capital, LLC

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used