Essex Financial Services, Inc. Dimensional ETF Tr U S Equity 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 Equity stock. As of the latest transaction made, Essex Financial Services, Inc. holds 10,605 shares of DFUS stock, worth $654,010. This represents 0.05% of its overall portfolio holdings.

Number of Shares

10,605

Previous 8,347 27.05%

Holding current value

$654,010

Previous $519,000 30.25%

% of portfolio

0.05%

Previous 0.03%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	BUY	$61.52 - $66.5 $138,912 - $150,157	2,258 Added 27.05%	10,605 $676,000
Q3 2024 Oct 24, 2024	BUY	$56.04 - $62.2 $47,914 - $53,181	855 Added 11.41%	8,347 $519,000
Q2 2024 Aug 09, 2024	SELL	$53.83 - $59.14 $9,151 - $10,053	-170 Reduced 2.22%	7,492 $440,000
Q2 2024 Jul 31, 2024	BUY	$53.83 - $59.14 $94,579 - $103,908	1,757 Added 29.75%	7,662 $450,000
Q1 2024 Apr 23, 2024	BUY	$50.79 - $56.98 $21,331 - $23,931	420 Added 7.66%	5,905 $336,000
Q4 2023 Feb 05, 2024	BUY	$44.51 - $52.0 $17,804 - $20,800	400 Added 7.87%	5,485 $284,000
Q3 2023 Nov 15, 2023	BUY	$46.29 - $49.87 $235,384 - $253,588	5,085 New	5,085 $236,000

Others Institutions Holding DFUS

# of Institutions

733

Shares Held

163M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR U S EQUITY

Ticker DFUS
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Essex Financial Services, Inc. Dimensional ETF Tr U S Equity Transaction History