Confluence Wealth Services, Inc. Dimensional ETF Tr Transaction History

Confluence Wealth Services, Inc.

  • $1.68 Billion
  • Q2 2025

A detailed history of Confluence Wealth Services, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Confluence Wealth Services, Inc. holds 403,358 shares of DFAE stock, worth $12.9 Million. This represents 0.69% of its overall portfolio holdings.

Number of Shares
403,358
Previous 377,811 6.76%
Holding current value
$12.9 Million
Previous $9.78 Million 19.38%
% of portfolio
0.69%
Previous 0.64%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 22, 2025
BUY
$22.87 - $28.95 $584,259 - $739,585
25,547 Added 6.76%
403,358 $11.7 Million
Q1 2025

Apr 24, 2025
BUY
$24.64 - $26.86 $623,096 - $679,235
25,288 Added 7.17%
377,811 $9.78 Million
Q4 2024

Jan 27, 2025
BUY
$25.36 - $28.15 $2.1 Million - $2.33 Million
82,623 Added 30.61%
352,523 $8.94 Million
Q3 2024

Oct 29, 2024
BUY
$24.46 - $27.82 $6.6 Million - $7.51 Million
269,900 New
269,900 $7.4 Million

Others Institutions Holding DFAE

# of Institutions
611
Shares Held
178M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

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