EFS
Essex Financial Services’s Dimensional US Large Cap Value ETF DFLV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.45M | Buy |
78,921
+5,099
| +7% | +$158K | 0.16% | 135 |
|
|
2025
Q1 | $2.26M | Sell |
73,822
-20,194
| -21% | -$617K | 0.16% | 129 |
|
|
2024
Q4 | $2.82M | Buy |
94,016
+22,659
| +32% | +$680K | 0.2% | 110 |
|
|
2024
Q3 | $2.22M | Sell |
71,357
-5,686
| -7% | -$177K | 0.16% | 122 |
|
|
2024
Q2 | $2.24M | Buy |
77,043
+34,740
| +82% | +$1.01M | 0.17% | 117 |
|
|
2024
Q1 | $1.27M | Sell |
42,303
-2,805
| -6% | -$84.1K | 0.12% | 178 |
|
|
2023
Q4 | $1.22M | Sell |
45,108
-22,715
| -33% | -$614K | 0.13% | 159 |
|
|
2023
Q3 | $1.68M | Sell |
67,823
-127
| -0.2% | -$3.15K | 0.19% | 110 |
|
|
2023
Q2 | $1.73M | Buy |
67,950
+4,568
| +7% | +$116K | 0.2% | 106 |
|
|
2023
Q1 | $1.56M | Buy |
+63,382
| New | +$1.56M | 0.16% | 132 |
|