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EP Wealth Advisors, LLC: DFAU position timeline

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

EP Wealth Advisors, LLC held 889,600 DFAU 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 889,600 shares
    Change vs previous 13F -15,053 shares

    0.18% of the 13F portfolio, value $45,983,438.

    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 904,653 shares
    Change vs previous 13F -29,802 shares

    0.2% of the 13F portfolio, value $40,817,939.

    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 934,455 shares
    Change vs previous 13F +923,691 shares

    0.23% of the 13F portfolio, value $43,732,510.

    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 10,764 shares
    Change vs previous 13F +2,222 shares

    <0.01% of the 13F portfolio, value $455,963.

    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 8,542 shares
    Change vs previous 13F +5,909 shares

    <0.01% of the 13F portfolio, value $328,354.

    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 2,633 shares
    Change vs previous 13F -451 shares

    <0.01% of the 13F portfolio, value $106,610.

    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 3,084 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $122,404.

    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).