EP Wealth Advisors, LLC's ownership history for DFAT


EP Wealth Advisors, LLC currently holds 3.3M shares with a market value of $176.5M. It started holding DFAT on 2024-09-30. At its peak, it held 3.3M shares on 2025-06-30. Its highest holding value was $176.5M on 2025-06-30. At its lowest, it held 1.8M shares on 2024-09-30, with a value of $102.8M on 2024-09-30. In the recent 180 days, EP Wealth Advisors, LLC has increased its shares by 1.0M.


EP Wealth Advisors, LLC's ownership history for DFAT