EFS
Essex Financial Services’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $304K | Buy |
8,483
+635
| +8% | +$22.8K | 0.02% | 544 |
|
|
2025
Q1 | $259K | Hold |
7,848
| – | – | 0.02% | 534 |
|
|
2024
Q4 | $271K | Buy |
7,848
+628
| +9% | +$21.7K | 0.02% | 514 |
|
|
2024
Q3 | $251K | Hold |
7,220
| – | – | 0.02% | 538 |
|
|
2024
Q2 | $230K | Buy |
+7,220
| New | +$230K | 0.02% | 548 |
|
|
2022
Q3 | – | Sell |
-8,910
| Closed | -$208K | – | 462 |
|
|
2022
Q2 | $208K | Buy |
8,910
+13
| +0.1% | +$303 | 0.02% | 457 |
|
|
2022
Q1 | $245K | Buy |
8,897
+12
| +0.1% | +$330 | 0.02% | 422 |
|
|
2021
Q4 | $257K | Buy |
8,885
+20
| +0.2% | +$579 | 0.03% | 403 |
|
|
2021
Q3 | $236K | Buy |
8,865
+15
| +0.2% | +$399 | 0.03% | 403 |
|
|
2021
Q2 | $239K | Buy |
+8,850
| New | +$239K | 0.03% | 386 |
|