Confluence Wealth Services, Inc. Dimensional ETF Tr U S Core Eq Transaction History

Confluence Wealth Services, Inc.

$2.05 Billion
Q4 2025

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 29,110 shares of DFAC stock, worth $1.12 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

29,110

Previous 25,320 14.97%

Holding current value

$1.12 Million

Previous $976,000 15.16%

% of portfolio

0.05%

Previous 0.05%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 28, 2026	BUY	$37.61 - $39.41 $142,541 - $149,363	3,790 Added 14.97%	29,110 $1.12 Million
Q3 2025 Oct 28, 2025	BUY	$36.04 - $38.78 $69,809 - $75,116	1,937 Added 8.28%	25,320 $976,000
Q2 2025 Jul 22, 2025	BUY	$29.12 - $35.84 $9,464 - $11,648	325 Added 1.41%	23,383 $838,000
Q1 2025 Apr 24, 2025	SELL	$32.42 - $36.13 $88,214 - $98,309	-2,721 Reduced 10.56%	23,058 $760,000
Q4 2024 Jan 27, 2025	BUY	$33.92 - $36.6 $197,380 - $212,975	5,819 Added 29.15%	25,779 $891,000

Q3 2024 Oct 29, 2024	BUY	$31.05 - $34.29 $53,219 - $58,773	1,714 Added 9.39%	19,960 $684,000
Q2 2024 Jul 31, 2024	BUY	$30.09 - $32.37 $76,488 - $82,284	2,542 Added 16.19%	18,246 $588,000
Q1 2024 Apr 22, 2024	BUY	$28.62 - $31.95 $152,859 - $170,644	5,341 Added 51.54%	15,704 $501,000
Q4 2023 Jan 25, 2024	BUY	$24.91 - $29.38 $258,142 - $304,464	10,363 New	10,363 $302,000

Others Institutions Holding DFAC

# of Institutions

1,191

Shares Held

819M

Call Options Held

10.4K

Put Options Held

20.1K

View Full List

About DIMENSIONAL ETF TR U S CORE EQ

Ticker DFAC
Sector ETFs
Industry ETFs

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Confluence Wealth Services, Inc. Dimensional ETF Tr U S Core Eq Transaction History