EFS
Essex Financial Services’s Dimensional US Equity ETF DFUS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $637K | Sell |
9,508
-2,481
| -21% | -$166K | 0.04% | 361 |
|
|
2025
Q1 | $725K | Buy |
11,989
+1,384
| +13% | +$83.7K | 0.05% | 306 |
|
|
2024
Q4 | $676K | Buy |
10,605
+2,258
| +27% | +$144K | 0.05% | 314 |
|
|
2024
Q3 | $528K | Buy |
8,347
+855
| +11% | +$54.1K | 0.04% | 363 |
|
|
2024
Q2 | $430K | Buy |
7,492
+1,587
| +27% | +$91.1K | 0.03% | 397 |
|
|
2024
Q1 | $336K | Buy |
5,905
+420
| +8% | +$23.9K | 0.03% | 396 |
|
|
2023
Q4 | $284K | Buy |
5,485
+400
| +8% | +$20.7K | 0.03% | 403 |
|
|
2023
Q3 | $237K | Buy |
+5,085
| New | +$237K | 0.03% | 417 |
|