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

Confluence Wealth Services, Inc.

  • $1.31 Billion
  • Q3 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 19,960 shares of DFAC stock, worth $698,200. This represents 0.05% of its overall portfolio holdings.

Number of Shares
19,960
Previous 18,246 9.39%
Holding current value
$698,200
Previous $588,000 16.33%
% of portfolio
0.05%
Previous 0.05%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
921
Shares Held
741M
Call Options Held
76K
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR U S CORE EQ

DFAC Quotes by TradingView
  • Ticker DFAC
  • Sector ETFs
  • Industry ETFs
More about DFAC
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