EP Wealth Advisors, LLC
Position in DFCF — Dimensional Core Fixed Income ETF
CIK 1540569
TORRANCE, CA
All Filings in DFCF
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 DFCF | $14,359,359 | 340,108 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 DFCF | $257,828 | 6,058 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 DFCF | $142,542 | 3,373 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 DFCF | $151,247 | 3,596 | Shares | Sole | 2025-05-15 | |
| 2023-12-31 DFCF | $120,755 | 2,848 | Shares | Sole | 2024-02-28 | |
| 2023-03-31 DFCF | $46,028,052 | 1,083,013 | Shares | Sole | 2023-06-05 | |
| No filing history on record for this holder in this stock. | ||||||