Dimensional Fund Advisors
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Dimensional Fund Advisors’s Energy Services of America ESOA Stock Holding History

Dimensional Fund Advisors’s Portfolio ESOA Stock Details ESOA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.85M Buy
354,058
+4,856
+1% +$79.2K ﹤0.01% 2446
2026
Q1 		$4.59M Sell
349,202
-14,153
-4% -$166K ﹤0.01% 2525
2025
Q4 		$2.97M Buy
363,355
+38,575
+12% +$371K ﹤0.01% 2647
2025
Q3 		$3.36M Buy
324,780
+3,952
+1% +$39.9K ﹤0.01% 2640
2025
Q2 		$3.19M Buy
320,828
+55,725
+21% +$534K ﹤0.01% 2637
2025
Q1 		$2.51M Buy
265,103
+51,330
+24% +$559K ﹤0.01% 2676
2024
Q4 		$2.7M Buy
213,773
+15,761
+8% +$206K ﹤0.01% 2718
2024
Q3 		$1.88M Buy
198,012
+19,387
+11% +$166K ﹤0.01% 2791
2024
Q2 		$1.28M Buy
178,625
+30,694
+21% +$223K ﹤0.01% 2869
2024
Q1 		$1.22M Buy
147,931
+10,108
+7% +$74.4K ﹤0.01% 2890
2023
Q4 		$824K Buy
137,823
+51,785
+60% +$237K ﹤0.01% 2962
2023
Q3 		$348K Buy
86,038
+30,243
+54% +$101K ﹤0.01% 3114
2023
Q2 		$162K Sell
55,795
-4,204
-7% -$9.55K ﹤0.01% 3270
2023
Q1 		$137K Buy
+59,999
New +$147K ﹤0.01% 3264
2022
Q3 		$146K Buy
50,923
+13,711
+37% +$36.1K ﹤0.01% 3286
2022
Q2 		$77K Buy
+37,212
New +$91.7K ﹤0.01% 3359

Other funds holding ESOA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
NIM
Needham Investment Management New York $3.33B AUM 163.16% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SFO
Stokes Family Office New Orleans, Louisiana $858M AUM 26.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Dimensional Fund Advisors's ESOA Position: Q2 2026 in Review

Dimensional Fund Advisors increased its Energy Services of America (ESOA) stake by 1.4% in Q2 2026, buying an estimated $79.2K and bringing the position to 354,058 shares worth $6.85M. The position accounts for ﹤0.01% of the portfolio, ranked #2446.

Dimensional Fund Advisors first reported a position in ESOA in Q2 2022 and has held it in 16 quarters since. 117 funds tracked by Wall St. Rank hold ESOA as of Q2 2026.

  • Dimensional Fund Advisors held 354,058 shares of Energy Services of America worth $6.85M as of Q2 2026.
  • Dimensional Fund Advisors bought 4,856 Energy Services of America shares in Q2 2026, an estimated $79.2K.
  • Energy Services of America made up ﹤0.01% of Dimensional Fund Advisors's portfolio in Q2 2026, its #2446 holding.
  • Dimensional Fund Advisors first reported a position in Energy Services of America in Q2 2022 and has held it in 16 quarters since.
  • 117 funds tracked by Wall St. Rank held Energy Services of America as of Q2 2026.

Based on Dimensional Fund Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.