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

Confluence Wealth Services, Inc.

$1.68 Billion
Q2 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 23,383 shares of DFAC stock, worth $899,310. This represents 0.05% of its overall portfolio holdings.

Number of Shares

23,383

Previous 23,058 1.41%

Holding current value

$899,310

Previous $760,000 10.26%

% of portfolio

0.05%

Previous 0.05%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,149

Shares Held

841M

Call Options Held

36.6K

Put Options Held

7.1K

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