Essex Financial Services, Inc. Dimensional ETF Tr U S Small C 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 Small C stock. As of the latest transaction made, Essex Financial Services, Inc. holds 10,343 shares of DFAS stock, worth $689,981. This represents 0.05% of its overall portfolio holdings.

Number of Shares

10,343

Previous 9,681 6.84%

Holding current value

$689,981

Previous $627,000 7.34%

% of portfolio

0.05%

Previous 0.03%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	BUY	$63.58 - $71.15 $42,089 - $47,101	662 Added 6.84%	10,343 $673,000
Q3 2024 Oct 24, 2024	BUY	$59.25 - $65.33 $59 - $65	1 Added 0.01%	9,681 $627,000
Q2 2024 Aug 09, 2024	BUY	$57.42 - $62.37 $16,135 - $17,525	281 Added 2.99%	9,680 $581,000
Q2 2024 Jul 31, 2024	BUY	$57.42 - $62.37 $131,606 - $142,952	2,292 Added 32.25%	9,399 $564,000
Q1 2024 Apr 23, 2024	BUY	$56.66 - $62.34 $83,403 - $91,764	1,472 Added 26.12%	7,107 $443,000
Q4 2023 Feb 05, 2024	BUY	$48.83 - $60.51 $4,443 - $5,506	91 Added 1.64%	5,635 $335,000
Q3 2023 Nov 15, 2023	BUY	$51.84 - $57.67 $48,107 - $53,517	928 Added 20.1%	5,544 $291,000
Q2 2021 Jul 30, 2021	BUY	$56.37 - $58.95 $260,203 - $272,113	4,616 New	4,616 $270,000

Others Institutions Holding DFAS

# of Institutions

765

Shares Held

117M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR U S SMALL C

Ticker DFAS
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Essex Financial Services, Inc. Dimensional ETF Tr U S Small C Transaction History