A detailed history of Essex Financial Services, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Essex Financial Services, Inc. holds 10,260 shares of DFAU stock, worth $417,684. This represents 0.02% of its overall portfolio holdings.

Number of Shares
10,260
Previous 15,674 34.54%
Holding current value
$417,684
Previous $587,000 30.66%
% of portfolio
0.02%
Previous 0.03%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024

SELL
$35.8 - $39.69 $193,821 - $214,881
-5,414 Reduced 34.54%
10,260 $407,000
Q2 2024

Aug 09, 2024

SELL
$34.53 - $37.67 $8,977 - $9,794
-260 Reduced 1.63%
15,674 $587,000
Q2 2024

Jul 31, 2024

BUY
$34.53 - $37.67 $141,400 - $154,258
4,095 Added 34.59%
15,934 $597,000
Q1 2024

Apr 23, 2024

BUY
$32.59 - $36.54 $120,420 - $135,015
3,695 Added 45.37%
11,839 $432,000
Q2 2022

Aug 01, 2022

BUY
$25.69 - $31.79 $32,626 - $40,373
1,270 Added 18.48%
8,144 $215,000
Q2 2021

Jul 30, 2021

BUY
$28.46 - $30.21 $195,634 - $207,663
6,874 New
6,874 $208,000

Others Institutions Holding DFAU

About DIMENSIONAL ETF TR


  • Ticker DFAU
  • Sector ETFs
  • Industry ETFs
More about DFAU
Track This Portfolio

Track Essex Financial Services, Inc. Portfolio

Follow Essex Financial Services, Inc. and customize your updates to receive the information that matters most to you.

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.