EP Wealth Advisors, LLC's ownership history for DFSE


EP Wealth Advisors, LLC currently holds 307.2K shares with a market value of $13.0M. It started holding DFSE on 2024-12-31. At its peak, it held 307.2K shares on 2026-03-31. Its highest holding value was $13.0M on 2026-03-31. At its lowest, it held 10.9K shares on 2025-12-31, with a value of $450.3K on 2025-12-31. In the recent 180 days, EP Wealth Advisors, LLC has increased its shares by 290.5K. In the recent year, EP Wealth Advisors, LLC has increased its shares by 287.8K.


EP Wealth Advisors, LLC's ownership history for DFSE