EP Wealth Advisors, LLC's ownership history for DFSV

EP Wealth Advisors, LLC currently holds 1.9M shares with a market value of $56.0M. It started holding DFSV on 2024-09-30. At its peak, it held 2.3M shares on 2024-09-30. Its highest holding value was $72.1M on 2024-09-30. At its lowest, it held 1.9M shares on 2025-06-30, with a value of $56.0M on 2025-06-30. In the recent 180 days, EP Wealth Advisors, LLC has decreased its shares by 247.7K.