Essex Financial Services, Inc. Dimensional ETF Tr U S Core Eq Transaction History

Essex Financial Services, Inc.

$1.36 Billion
Q4 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 7,848 shares of DFAC stock, worth $279,074. This represents 0.02% of its overall portfolio holdings.

Number of Shares

7,848

Previous 7,220 8.7%

Holding current value

$279,074

Previous $247,000 9.72%

% of portfolio

0.02%

Previous 0.01%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	BUY	$33.92 - $36.6 $21,301 - $22,984	628 Added 8.7%	7,848 $271,000
Q2 2024 Jul 31, 2024	BUY	$30.09 - $32.37 $217,249 - $233,711	7,220 New	7,220 $232,000
Q2 2022 Aug 01, 2022	BUY	$22.75 - $27.77 $295 - $361	13 Added 0.15%	8,910 $208,000
Q1 2022 Apr 21, 2022	BUY	$25.76 - $29.21 $309 - $350	12 Added 0.14%	8,897 $245,000
Q4 2021 Feb 11, 2022	BUY	$26.63 - $29.09 $532 - $581	20 Added 0.23%	8,885 $257,000
Q3 2021 Nov 10, 2021	BUY	$26.06 - $27.9 $390 - $418	15 Added 0.17%	8,865 $236,000
Q2 2021 Jul 30, 2021	BUY	$25.92 - $26.98 $229,392 - $238,773	8,850 New	8,850 $239,000

Others Institutions Holding DFAC

# of Institutions

1,036

Shares Held

794M

Call Options Held

76K

Put Options Held

View Full List

About DIMENSIONAL ETF TR U S CORE EQ

Ticker DFAC
Sector ETFs
Industry ETFs

More about DFAC

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Essex Financial Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Essex Financial Services, Inc. with notifications on news.

Account

Essex Financial Services, Inc. Dimensional ETF Tr U S Core Eq Transaction History