Essex Financial Services, Inc. Dimensional ETF Tr Transaction History
Essex Financial Services, Inc.
- $1.36 Billion
- Q4 2024
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 10,020 shares of DFAU stock, worth $396,691. This represents 0.03% of its overall portfolio holdings.
Number of Shares
10,020
Previous 10,260
2.34%
Holding current value
$396,691
Previous $407,000
0.49%
% of portfolio
0.03%
Previous 0.02%
Shares
7 transactions
Others Institutions Holding DFAU
# of Institutions
479Shares Held
2.18BCall Options Held
0Put Options Held
400-
Elser Financial Planning, Inc Indianapolis, IN1.98BShares$78.4 Billion4.8% of portfolio
-
Essential Planning, Llc. Portsmouth, NH77.8MShares$3.08 Billion21.06% of portfolio
-
Sequoia Financial Advisors, LLC4.94MShares$196 Million1.73% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$164 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.64MShares$144 Million1.81% of portfolio