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
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
+9,068
+18% +$22.2K ﹤0.01% 3264
2022
Q4 		$131 Buy
50,931
+8
+0% +$22 ﹤0.01% 3291
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

NIM
Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
SFO
Stokes Family Office New Orleans, Louisiana $969M AUM 19.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Dimensional Fund Advisors's ESOA Position: Q1 2026 in Review

Dimensional Fund Advisors reduced its Energy Services of America (ESOA) stake by 3.9% in Q1 2026, selling an estimated $166K and leaving 349,202 shares worth $4.59M. The position accounts for ﹤0.01% of the portfolio, ranked #2525.

Dimensional Fund Advisors first reported a position in ESOA in Q2 2022 and has held it in 16 quarters since. 106 funds tracked by Wall St. Rank hold ESOA as of Q1 2026.

  • Dimensional Fund Advisors held 349,202 shares of Energy Services of America worth $4.59M as of Q1 2026.
  • Dimensional Fund Advisors sold 14,153 Energy Services of America shares in Q1 2026, an estimated $166K.
  • Energy Services of America made up ﹤0.01% of Dimensional Fund Advisors's portfolio in Q1 2026, its #2525 holding.
  • Dimensional Fund Advisors first reported a position in Energy Services of America in Q2 2022 and has held it in 16 quarters since.
  • 106 funds tracked by Wall St. Rank held Energy Services of America as of Q1 2026.

Based on Dimensional Fund Advisors's 13F filing for Q1 2026, filed 7 May 2026.