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 $279,231. This represents 0.02% of its overall portfolio holdings.
Number of Shares
7,848
Previous 7,220
8.7%
Holding current value
$279,231
Previous $247,000
9.72%
% of portfolio
0.02%
Previous 0.01%
Shares
7 transactions
Others Institutions Holding DFAC
# of Institutions
993Shares Held
763MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc56.6MShares$2.01 Billion0.64% of portfolio
-
Mercer Global Advisors Inc Denver, CO50.1MShares$1.78 Billion3.76% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.34 Billion24.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.33 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$631 Million0.28% of portfolio