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 $9.33 Million. This represents 0.65% of its overall portfolio holdings.

Number of Shares
352,523
Previous 269,900 30.61%
Holding current value
$9.33 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
539
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
Track This Portfolio

Track Confluence Wealth Services, Inc. Portfolio

Follow Confluence Wealth Services, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Confluence Wealth Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Confluence Wealth Services, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email