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DFSUDFSU
5 quarters

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

EP Wealth Advisors, LLC holds 734,838 shares of DFSU (DIMENSIONAL ETF TRUST), worth $34.3M as of 2026-Q2. The position was increased (+4.4% shares). DFSU represents 0.1% of EP Wealth Advisors, LLC's portfolio.

Current Value

$34.3M

Current Shares

734,838

Total Value Change

+$34.1M

Total Shares Change

+730,791

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
734,838
+4.4%
$34.3M0.1%$46.63
36
2026-Q1
New
704,102
-
$28.9M0.1%$43.23
48
2025-Q4
Exited
0
-100.0%
$00.0%$43.72
0
2025-Q2
Decreased
4,002
-1.1%
$157,0970.0%$38.97
0
2025-Q1
New
4,047
-
$144,9100.0%$35.44
31

Other major holders of DFSU: AE Wealth Management LLC, Focus Partners Wealth

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