Essex Financial Services’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Essex Financial Services’s Portfolio DFAU Stock Details DFAU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$316K	Sell	6,119 -472	-7%	-$23.6K	0.02%	636
2026 Q1	$297K	Sell	6,591 -23	-0.3%	-$1.08K	0.02%	621
2025 Q4	$310K	Buy	6,614 +1,391	+27%	+$64.5K	0.02%	589
2025 Q3	$239K	Hold	5,223	–	–	0.01%	643
2025 Q2	$221K	Sell	5,223 -4,537	-46%	-$178K	0.01%	634
2025 Q1	$375K	Sell	9,760 -260	-3%	-$10.5K	0.03%	444
2024 Q4	$406K	Sell	10,020 -240	-2%	-$9.8K	0.03%	422
2024 Q3	$414K	Sell	10,260 -5,414	-35%	-$207K	0.03%	416
2024 Q2	$575K	Buy	15,674 +3,835	+32%	+$139K	0.04%	348
2024 Q1	$433K	Buy	11,839 +3,695	+45%	+$128K	0.04%	355
2023 Q4	$271K	Hold	8,144	–	–	0.03%	416
2023 Q3	$244K	Hold	8,144	–	–	0.03%	409
2023 Q2	$252K	Hold	8,144	–	–	0.03%	400
2023 Q1	$234K	Hold	8,144	–	–	0.02%	433
2022 Q4	$220K	Hold	8,144	–	–	0.02%	438
2022 Q3	$205K	Hold	8,144	–	–	0.02%	432
2022 Q2	$215K	Buy	8,144 +1,270	+18%	+$36.5K	0.02%	441
2022 Q1	$217K	Hold	6,874	–	–	0.02%	459
2021 Q4	$227K	Hold	6,874	–	–	0.02%	443
2021 Q3	$207K	Hold	6,874	–	–	0.02%	435
2021 Q2	$208K	Buy	+6,874	New	+$203K	0.03%	428

Other funds holding DFAU

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

AWA

Aquire Wealth Advisors South Jordan, Utah $436M AUM 20.64% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

MJFG

Mars Jewett Financial Group Bellevue, Washington $494M AUM

Essex Financial Services's DFAU Position: Q2 2026 in Review

Essex Financial Services reduced its Dimensional US Core Equity Market ETF (DFAU) stake by 7.2% in Q2 2026, selling an estimated $23.6K and leaving 6,119 shares worth $316K. The position accounts for 0.02% of the portfolio, ranked #636.

Essex Financial Services first reported a position in DFAU in Q2 2021 and has held it in 21 quarters since. The position peaked at $575K in Q2 2024. 603 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

Essex Financial Services held 6,119 shares of Dimensional US Core Equity Market ETF worth $316K as of Q2 2026.
Essex Financial Services sold 472 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $23.6K.
Dimensional US Core Equity Market ETF made up 0.02% of Essex Financial Services's portfolio in Q2 2026, its #636 holding.
Essex Financial Services first reported a position in Dimensional US Core Equity Market ETF in Q2 2021 and has held it in 21 quarters since.
Essex Financial Services's Dimensional US Core Equity Market ETF position peaked at $575K in Q2 2024.
603 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.