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 $9.45 Million. This represents 0.65% of its overall portfolio holdings.
Number of Shares
352,523
Previous 269,900
30.61%
Holding current value
$9.45 Million
Previous $7.4 Million
20.85%
% of portfolio
0.65%
Previous 0.57%
Shares
2 transactions
Others Institutions Holding DFAE
# of Institutions
539Shares Held
169MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH15.5MShares$417 Million2.64% of portfolio
-
Retirement Systems Of Alabama12.7MShares$340 Million1.22% of portfolio
-
Mather Group, Llc. Chicago, IL8.94MShares$240 Million2.96% of portfolio
-
Ubs Group Ag5.28MShares$142 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC4.58MShares$123 Million0.01% of portfolio