EFS
DFUS

Essex Financial Services’s Dimensional US Equity ETF DFUS Stock Holding History

Essex Financial Services’s Portfolio DFUS Stock Details DFUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$818K Buy
9,977
+655
+7% +$51.8K 0.04% 368
2026
Q1 		$661K Sell
9,322
-324
-3% -$24K 0.04% 378
2025
Q4 		$715K Buy
9,646
+240
+3% +$17.6K 0.04% 354
2025
Q3 		$681K Sell
9,406
-102
-1% -$7.11K 0.04% 353
2025
Q2 		$637K Sell
9,508
-2,481
-21% -$154K 0.04% 361
2025
Q1 		$725K Buy
11,989
+1,384
+13% +$88.4K 0.05% 306
2024
Q4 		$676K Buy
10,605
+2,258
+27% +$145K 0.05% 314
2024
Q3 		$528K Buy
8,347
+855
+11% +$51.2K 0.04% 363
2024
Q2 		$430K Buy
7,492
+1,587
+27% +$90.2K 0.03% 397
2024
Q1 		$336K Buy
5,905
+420
+8% +$22.7K 0.03% 396
2023
Q4 		$284K Buy
5,485
+400
+8% +$19.4K 0.03% 403
2023
Q3 		$237K Buy
+5,085
New +$246K 0.03% 417

Other funds holding DFUS

Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Essex Financial Services increased its Dimensional US Equity ETF (DFUS) stake by 7% in Q2 2026, buying an estimated $51.8K and bringing the position to 9,977 shares worth $818K. The position accounts for 0.04% of the portfolio, ranked #368.

Essex Financial Services first reported a position in DFUS in Q3 2023 and has held it in 12 quarters since. 719 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • Essex Financial Services held 9,977 shares of Dimensional US Equity ETF worth $818K as of Q2 2026.
  • Essex Financial Services bought 655 Dimensional US Equity ETF shares in Q2 2026, an estimated $51.8K.
  • Dimensional US Equity ETF made up 0.04% of Essex Financial Services's portfolio in Q2 2026, its #368 holding.
  • Essex Financial Services first reported a position in Dimensional US Equity ETF in Q3 2023 and has held it in 12 quarters since.
  • 719 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

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