Confluence Wealth Services, Inc. Dimensional ETF Tr Transaction History

Confluence Wealth Services, Inc.

  • $1.38 Billion
  • Q4 2024

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 352,523 shares of DFAE stock, worth $9.28 Million. This represents 0.65% of its overall portfolio holdings.

Number of Shares
352,523
Previous 269,900 30.61%
Holding current value
$9.28 Million
Previous $7.4 Million 20.85%
% of portfolio
0.65%
Previous 0.57%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
540
Shares Held
169M
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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