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DFSEDFSE
6 quarters

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

EP Wealth Advisors, LLC holds 307,473 shares of DFSE (DIMENSIONAL ETF TRUST), worth $15M as of 2026-Q2. The position was increased (+0.1% shares). DFSE represents 0.1% of EP Wealth Advisors, LLC's portfolio.

Current Value

$15M

Current Shares

307,473

Total Value Change

+$14.4M

Total Shares Change

+288,074

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
307,473
+0.1%
$15M0.1%$48.88
28
2026-Q1
Increased
307,238
+2730.1%
$13M0.1%$43.60
45
2025-Q4
Decreased
10,856
-35.0%
$450,3070.0%$41.59
0
2025-Q2
Decreased
16,707
-21.0%
$635,8620.0%$37.11
0
2025-Q1
Increased
21,139
+9.0%
$711,9610.0%$33.18
27
2024-Q4
New
19,399
-
$642,7140.0%$32.41
34

Other major holders of DFSE: Pathstone Holdings, LLC, Focus Partners Wealth

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