EP Wealth Advisors, LLC
Position in DFLV — Dimensional US Large Cap Value ETF
CIK 1540569
TORRANCE, CA
All Filings in DFLV
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 DFLV | $99,763,276 | 2,793,707 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 DFLV | $106,970,290 | 3,126,872 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 DFLV | $241,631,344 | 7,789,534 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 DFLV | $197,883,522 | 6,473,128 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 DFLV | $152,316,093 | 5,072,131 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 DFLV | $106,692,318 | 3,462,912 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 DFLV | $77,046,161 | 2,665,035 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 DFLV | $68,526,610 | 2,284,982 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 DFLV | $52,483,086 | 1,940,225 | Shares | Sole | 2024-02-28 | |
| 2023-09-30 DFLV | $35,844,793 | 1,444,772 | Shares | Sole | 2023-11-24 | |
| 2023-06-30 DFLV | $25,836,549 | 1,017,187 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 DFLV | $24,991,267 | 1,017,187 | Shares | Sole | 2023-06-05 | |
| 2022-12-31 DFLV | $2,686,010 | 109,499 | Shares | Sole | 2023-06-12 | |
| No filing history on record for this holder in this stock. | ||||||