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DFSIDFSI
6 quarters

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

EP Wealth Advisors, LLC holds 426,228 shares of DFSI (DIMENSIONAL ETF TRUST), worth $19.2M as of 2026-Q2. The position was increased (+2.4% shares). DFSI represents 0.1% of EP Wealth Advisors, LLC's portfolio.

Current Value

$19.2M

Current Shares

426,228

Total Value Change

+$18M

Total Shares Change

+388,464

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
426,228
+2.4%
$19.2M0.1%$45.10
29
2026-Q1
Increased
416,169
+7363.6%
$17.6M0.1%$44.28
46
2025-Q4
Decreased
5,576
-60.7%
$238,9040.0%$43.10
0
2025-Q2
Decreased
14,177
-40.2%
$558,7060.0%$38.96
0
2025-Q1
Decreased
23,698
-37.3%
$826,8140.0%$34.46
0
2024-Q4
New
37,764
-
$1.2M0.0%$32.08
35

Other major holders of DFSI: DIMENSIONAL FUND ADVISORS LP, Focus Partners Wealth

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