EP Wealth Advisors, LLC
Position in DFEM — Dimensional Emerging Markets Core Equity 2 ETF
CIK 1540569
TORRANCE, CA
All Filings in DFEM
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-03-31 DFEM | $5,559,748 | 210,119 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 DFEM | $4,961,328 | 189,436 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 DFEM | $716,727 | 25,461 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 DFEM | $694,204 | 25,971 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 DFEM | $659,910 | 25,889 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 DFEM | $737,168 | 29,534 | Shares | Sole | 2024-02-28 | |
| 2023-09-30 DFEM | $408,344 | 17,518 | Shares | Sole | 2023-11-24 | |
| 2023-06-30 DFEM | $234,487 | 9,750 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 DFEM | $230,002 | 9,750 | Shares | Sole | 2023-06-05 | |
| No filing history on record for this holder in this stock. | ||||||