EP Wealth Advisors, LLC's ownership history for DFAS


EP Wealth Advisors, LLC currently holds 346.3K shares with a market value of $22.1M. It started holding DFAS on 2024-09-30. At its peak, it held 346.3K shares on 2025-06-30. Its highest holding value was $22.1M on 2025-06-30. At its lowest, it held 209.3K shares on 2024-12-31, with a value of $13.6M on 2024-09-30. In the recent 180 days, EP Wealth Advisors, LLC has increased its shares by 136.9K.


EP Wealth Advisors, LLC's ownership history for DFAS