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 8,128 shares of DFAI stock, worth $254,731. This represents 0.02% of its overall portfolio holdings.
Number of Shares
8,128
Previous 8,128
-0.0%
Holding current value
$254,731
Previous $258,000
8.14%
% of portfolio
0.02%
Previous 0.01%
Shares
5 transactions
Others Institutions Holding DFAI
# of Institutions
594Shares Held
228MCall Options Held
7.8KPut Options Held
0-
Essential Planning, Llc. Portsmouth, NH32.3MShares$1.01 Billion6.3% of portfolio
-
Sym Financial Corp6.65MShares$208 Million25.25% of portfolio
-
Bank Of America Corp Charlotte, NC6MShares$188 Million0.01% of portfolio
-
Envestnet Asset Management Inc5.99MShares$188 Million0.06% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.58MShares$175 Million17.39% of portfolio