EP Wealth Advisors, LLC
Position in DFIP — Dimensional Inflation-Protected Securities Portfolio ETF
CIK 1540569
TORRANCE, CA
All Filings in DFIP
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-03-31 DFIP | $197,584 | 4,692 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 DFIP | $176,621 | 4,362 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 DFIP | $183,156 | 4,332 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 DFIP | $175,835 | 4,306 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 DFIP | $175,683 | 4,259 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 DFIP | $200,538 | 4,858 | Shares | Sole | 2024-02-28 | |
| 2023-09-30 DFIP | $205,531 | 5,168 | Shares | Sole | 2023-11-24 | |
| 2023-06-30 DFIP | $760,104 | 18,400 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 DFIP | $788,035 | 18,400 | Shares | Sole | 2023-06-05 | |
| No filing history on record for this holder in this stock. | ||||||