Confluence Wealth Services, Inc. Dimensional ETF Tr U S Small C Transaction History

Confluence Wealth Services, Inc.

  • $1.38 Billion
  • Q4 2024

A detailed history of Confluence Wealth Services, Inc. transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Confluence Wealth Services, Inc. holds 850,527 shares of DFAS stock, worth $50.8 Million. This represents 4.02% of its overall portfolio holdings.

Number of Shares
850,527
Previous 753,433 12.89%
Holding current value
$50.8 Million
Previous $48.9 Million 13.27%
% of portfolio
4.02%
Previous 3.74%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 27, 2025
BUY
$63.58 - $71.15 $6.17 Million - $6.91 Million
97,094 Added 12.89%
850,527 $55.4 Million
Q3 2024

Oct 29, 2024
BUY
$59.25 - $65.33 $4.15 Million - $4.58 Million
70,049 Added 10.25%
753,433 $48.9 Million
Q2 2024

Jul 31, 2024
BUY
$57.42 - $62.37 $2.45 Million - $2.66 Million
42,651 Added 6.66%
683,384 $41.1 Million
Q1 2024

Apr 22, 2024
BUY
$56.66 - $62.34 $4.96 Million - $5.46 Million
87,535 Added 15.82%
640,733 $39.9 Million
Q4 2023

Jan 25, 2024
BUY
$48.83 - $60.51 $12.1 Million - $15 Million
248,335 Added 81.46%
553,198 $33 Million
Q3 2023

Nov 01, 2023
BUY
$51.84 - $57.67 $4.7 Million - $5.23 Million
90,606 Added 42.29%
304,863 $16 Million
Q2 2023

Aug 01, 2023
BUY
$49.85 - $54.8 $700,093 - $769,611
14,044 Added 7.01%
214,257 $11.7 Million
Q1 2023

May 11, 2023
BUY
$50.35 - $57.8 $1.01 Million - $1.16 Million
20,104 Added 11.16%
200,213 $10.6 Million
Q4 2022

Feb 10, 2023
BUY
$47.77 - $54.73 $6.2 Million - $7.1 Million
129,716 Added 257.41%
180,109 $9.21 Million
Q3 2022

Nov 08, 2022
BUY
$46.47 - $55.84 $2.34 Million - $2.81 Million
50,393 New
50,393 $2.34 Million

Others Institutions Holding DFAS

# of Institutions
784
Shares Held
119M
Call Options Held
0
Put Options Held
200
View Full List

About DIMENSIONAL ETF TR U S SMALL C

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