EP Wealth Advisors, LLC's ownership history for DFIV

EP Wealth Advisors, LLC currently holds 3.6M shares with a market value of $152.5M. It started holding DFIV on 2024-09-30. At its peak, it held 3.6M shares on 2025-06-30. Its highest holding value was $152.5M on 2025-06-30. At its lowest, it held 2.1M shares on 2024-09-30, with a value of $80.0M on 2024-09-30. In the recent 180 days, EP Wealth Advisors, LLC has increased its shares by 896.3K.