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 $696,854. This represents 0.05% of its overall portfolio holdings.

Number of Shares

10,605

Previous 8,347 27.05%

Holding current value

$696,854

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

681

Shares Held

141M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR U S EQUITY

Ticker DFUS
Sector ETFs
Industry ETFs

More about DFUS

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Essex Financial Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Essex Financial Services, Inc. with notifications on news.

Account

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