EP Wealth Advisors, LLC's ownership history for DFAE


EP Wealth Advisors, LLC currently holds 507.0K shares with a market value of $16.5M. It started holding DFAE on 2024-09-30. At its peak, it held 1.0M shares on 2024-09-30. Its highest holding value was $28.7M on 2024-09-30. At its lowest, it held 294.8K shares on 2025-06-30, with a value of $8.5M on 2025-06-30. In the recent 180 days, EP Wealth Advisors, LLC has increased its shares by 147.3K. In the recent year, EP Wealth Advisors, LLC has decreased its shares by 539.4K.


EP Wealth Advisors, LLC's ownership history for DFAE