Essex Financial Services, Inc. Dimensional ETF Tr Transaction History
Essex Financial Services, Inc.
- $2.07 Billion
- Q3 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 10,260 shares of DFAU stock, worth $424,969. This represents 0.02% of its overall portfolio holdings.
Number of Shares
10,260
Previous 15,674
34.54%
Holding current value
$424,969
Previous $587,000
30.66%
% of portfolio
0.02%
Previous 0.03%
Shares
6 transactions
Others Institutions Holding DFAU
# of Institutions
413Shares Held
108MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC4.82MShares$200 Million2.14% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$172 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.68MShares$152 Million1.87% of portfolio
-
Aquire Wealth Advisors, LLC3.5MShares$145 Million43.58% of portfolio
-
Allworth Financial LP2.88MShares$119 Million0.71% of portfolio