Confluence Wealth Services, Inc. Dimensional ETF Tr U S Core Eq Transaction History
Confluence Wealth Services, Inc.
- $1.21 Billion
- Q2 2024
A detailed history of Confluence Wealth Services, Inc. transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Confluence Wealth Services, Inc. holds 18,246 shares of DFAC stock, worth $613,248. This represents 0.05% of its overall portfolio holdings.
Number of Shares
18,246
Previous 15,704
16.19%
Holding current value
$613,248
Previous $501,000
17.37%
% of portfolio
0.05%
Previous 0.05%
Shares
3 transactions
Others Institutions Holding DFAC
# of Institutions
876Shares Held
710MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc53.4MShares$1.8 Billion0.61% of portfolio
-
Mercer Global Advisors Inc Denver, CO47.7MShares$1.6 Billion3.89% of portfolio
-
Forum Financial Management, LP Lombard, IL37.3MShares$1.25 Billion24.81% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.25 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$593 Million0.29% of portfolio