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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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||