Back to EP Wealth Advisors, LLC EP Wealth Advisors, LLC

DFSVDFSV
Showing 7 of 14 quarters

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

EP Wealth Advisors, LLC holds 1.3M shares of DFSV (DIMENSIONAL ETF TRUST), worth $51.7M as of 2026-Q2. The position was decreased (-6.2% shares). DFSV represents 0.2% of EP Wealth Advisors, LLC's portfolio.

Current Value

$51.7M

Current Shares

1.3M

Total Value Change

-$20.4M

Total Shares Change

-1M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
1.3M
-6.2%
$51.7M0.2%$38.79
0
2026-Q1
Decreased
1.4M
-7.7%
$49.8M0.2%$35.96
0
2025-Q4
Decreased
1.5M
-19.2%
$50.6M0.3%$33.21
0
2025-Q2
Decreased
1.9M
-6.1%
$56M0.4%$29.22
0
2025-Q1
Decreased
2M
-5.7%
$57.1M0.5%$27.76
0
2024-Q4
Decreased
2.2M
-8.1%
$66.2M0.5%$30.15
0
2024-Q3
Decreased
2.3M
-6.8%
$72.1M0.6%$30.08
0

Other major holders of DFSV: Savant Capital, LLC, Corient Private Wealth LP

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