Essex Financial Services, Inc. Dimensional ETF Tr U S Core Eq Transaction History
Essex Financial Services, Inc.
- $2.07 Billion
- Q3 2024
A detailed history of Essex Financial Services, Inc. transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Essex Financial Services, Inc. holds 7,220 shares of DFAC stock, worth $258,764. This represents 0.01% of its overall portfolio holdings.
Number of Shares
7,220
Previous 7,220
-0.0%
Holding current value
$258,764
Previous $232,000
6.47%
% of portfolio
0.01%
Previous 0.01%
Shares
6 transactions
Others Institutions Holding DFAC
# of Institutions
903Shares Held
728MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc56.6MShares$2.03 Billion0.64% of portfolio
-
Mercer Global Advisors Inc Denver, CO47.7MShares$1.71 Billion3.89% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.35 Billion24.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.34 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$636 Million0.28% of portfolio