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EP Wealth Advisors, LLC: DFAI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of EP Wealth Advisors, LLC on DFAI, newest first. How the timeline and the estimate are built.

EP Wealth Advisors, LLC held 1,815,369 DFAI shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,815,369 shares
    Change vs previous 13F -16,665 shares

    0.29% of the 13F portfolio, value $74,883,974.

    13F-HR 0001398344-26-014114 filed by EP Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 1,832,034 shares
    Change vs previous 13F -73,313 shares

    0.35% of the 13F portfolio, value $71,376,052.

    13F-HR 0001398344-26-009125 filed by EP Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 1,905,347 shares
    Change vs previous 13F +751,683 shares

    0.38% of the 13F portfolio, value $72,612,756.

    13F-HR 0001398344-26-003327 filed by EP Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-06-30
    13F 1,153,664 shares
    Change vs previous 13F -26,124 shares

    0.26% of the 13F portfolio, value $39,882,166.

    13F-HR 0001398344-25-015642 filed by EP Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-03-31
    13F 1,179,788 shares
    Change vs previous 13F -119,768 shares

    0.29% of the 13F portfolio, value $36,844,790.

    13F-HR 0001398344-25-009656 filed by EP Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-12-31
    13F 1,299,556 shares
    Change vs previous 13F -911,549 shares

    0.31% of the 13F portfolio, value $37,947,037.

    13F-HR 0001398344-25-002748 filed by EP Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-09-30
    13F 2,211,105 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $70,268,932.

    13F-HR 0001398344-24-020942 filed by EP Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).