Ep Wealth Advisors, LLC / DFIV
Ep Wealth Advisors, LLC’s Dimensional Etf Trust Position
Does Ep Wealth Advisors, LLC own Dimensional Etf Trust (DFIV)? Yes — 7.23M shares worth $381M (+1.88% of its 13F portfolio) as of Q1 2026, up from 6.10M shares the prior filed quarter.
Position Value
$381M
Q1 2026
Shares
7.23M
% of Portfolio
+1.88%
Quarters Held
14
currently held
Position History DFIV
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 7.23M | $381M | +1.88% |
| Q4 2025 | 6.10M | $304M | +1.58% |
| Q2 2025 | 3.56M | $153M | +1.00% |
| Q1 2025 | 3.01M | $118M | +0.95% |
| Q4 2024 | 2.67M | $95M | +0.77% |
| Q3 2024 | 2.10M | $80M | +0.69% |
| Q2 2024 | 1.74M | $62M | +0.66% |
| Q1 2024 | 1.57M | $58M | +0.67% |
| Q4 2023 | 1.50M | $51M | +0.66% |
| Q3 2023 | 1.38M | $45M | +0.70% |
| Q2 2023 | 5.3K | $37M | +0.54% |
| Q4 2022 | 345.0K | $9M | +0.20% |
| Q2 2022 | 185.3K | $5M | +0.12% |
| Q1 2022 | 79.8K | $3M | +0.06% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Ep Wealth Advisors, LLC’s full portfolio or all institutional holders of DFIV.