Dimensional Fund Advisors’s Esquire Financial Holdings ESQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $21.6M | Buy |
200,807
+4,825
| +2% | +$516K | ﹤0.01% | 1929 |
|
|
2025
Q4 | $20M | Buy |
195,982
+2,023
| +1% | +$205K | ﹤0.01% | 1969 |
|
|
2025
Q3 | $19.8M | Buy |
193,959
+739
| +0.4% | +$72.9K | ﹤0.01% | 1995 |
|
|
2025
Q2 | $18.3M | Buy |
193,220
+4,388
| +2% | +$379K | ﹤0.01% | 2011 |
|
|
2025
Q1 | $14.2M | Sell |
188,832
-14,549
| -7% | -$1.16M | ﹤0.01% | 2099 |
|
|
2024
Q4 | $16.2M | Sell |
203,381
-3,357
| -2% | -$241K | ﹤0.01% | 2081 |
|
|
2024
Q3 | $13.5M | Buy |
206,738
+3,891
| +2% | +$225K | ﹤0.01% | 2173 |
|
|
2024
Q2 | $9.66M | Buy |
202,847
+17,333
| +9% | +$814K | ﹤0.01% | 2280 |
|
|
2024
Q1 | $8.81M | Buy |
185,514
+5,808
| +3% | +$284K | ﹤0.01% | 2360 |
|
|
2023
Q4 | $8.98M | Buy |
179,706
+10,191
| +6% | +$479K | ﹤0.01% | 2362 |
|
|
2023
Q3 | $7.75M | Buy |
169,515
+10,219
| +6% | +$486K | ﹤0.01% | 2374 |
|
|
2023
Q2 | $7.29M | Buy |
159,296
+19,016
| +14% | +$779K | ﹤0.01% | 2390 |
|
|
2023
Q1 | $5.48M | Buy |
140,280
+16,024
| +13% | +$675K | ﹤0.01% | 2457 |
|
|
2022
Q4 | $5.38K | Buy |
124,256
+2,821
| +2% | +$120K | ﹤0.01% | 2427 |
|
|
2022
Q3 | $4.56M | Buy |
121,435
+10,080
| +9% | +$375K | ﹤0.01% | 2455 |
|
|
2022
Q2 | $3.71M | Buy |
111,355
+11,626
| +12% | +$409K | ﹤0.01% | 2541 |
|
|
2022
Q1 | $3.35M | Buy |
99,729
+7,193
| +8% | +$242K | ﹤0.01% | 2662 |
|
|
2021
Q4 | $2.93M | Buy |
92,536
+9,075
| +11% | +$293K | ﹤0.01% | 2741 |
|
|
2021
Q3 | $2.39M | Buy |
83,461
+11,741
| +16% | +$299K | ﹤0.01% | 2806 |
|
|
2021
Q2 | $1.7M | Buy |
71,720
+9,012
| +14% | +$214K | ﹤0.01% | 2912 |
|
|
2021
Q1 | $1.43M | Buy |
62,708
+9,989
| +19% | +$230K | ﹤0.01% | 2933 |
|
|
2020
Q4 | $1.01M | Buy |
52,719
+902
| +2% | +$16.2K | ﹤0.01% | 2976 |
|
|
2020
Q3 | $777K | Buy |
51,817
+900
| +2% | +$14.4K | ﹤0.01% | 2985 |
|
|
2020
Q2 | $860K | Buy |
50,917
+5,886
| +13% | +$93.3K | ﹤0.01% | 2978 |
|
|
2020
Q1 | $678K | Buy |
45,031
+4,970
| +12% | +$109K | ﹤0.01% | 2994 |
|
|
2019
Q4 | $1.04M | Buy |
40,061
+10,441
| +35% | +$255K | ﹤0.01% | 2996 |
|
|
2019
Q3 | $734K | Buy |
29,620
+2,203
| +8% | +$52.7K | ﹤0.01% | 3077 |
|
|
2019
Q2 | $689K | Buy |
27,417
+6,902
| +34% | +$163K | ﹤0.01% | 3133 |
|
|
2019
Q1 | $467K | Buy |
+20,515
| New | +$460K | ﹤0.01% | 3176 |
|
Other funds holding ESQ
WA
VCM
CCM
BCM
AM
