Confluence Wealth Services, Inc. Dimensional ETF Tr Transaction History
Confluence Wealth Services, Inc.
- $1.31 Billion
- Q3 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 269,900 shares of DFAE stock, worth $6.91 Million. This represents 0.57% of its overall portfolio holdings.
Number of Shares
269,900Holding current value
$6.91 Million% of portfolio
0.57%Shares
1 transactions
Others Institutions Holding DFAE
# of Institutions
474Shares Held
141MCall Options Held
0Put Options Held
0-
Retirement Systems Of Alabama12.7MShares$324 Million1.28% of portfolio
-
Mather Group, Llc. Chicago, IL6.14MShares$157 Million2.17% of portfolio
-
Ubs Group Ag5.26MShares$135 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC4.54MShares$116 Million0.01% of portfolio
-
Foster Group, Inc.3.5MShares$89.5 Million3.72% of portfolio