Confluence Wealth Services, Inc. Dimensional ETF Tr U S Small C Transaction History
Confluence Wealth Services, Inc.
- $1.52 Billion
- Q1 2025
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 848,148 shares of DFAS stock, worth $48.9 Million. This represents 3.34% of its overall portfolio holdings.
Number of Shares
848,148
Previous 850,527
0.28%
Holding current value
$48.9 Million
Previous $55.4 Million
8.45%
% of portfolio
3.34%
Previous 4.02%
Shares
11 transactions
Others Institutions Holding DFAS
# of Institutions
795Shares Held
119MCall Options Held
0Put Options Held
200-
Creative Planning Overland Park, KS13.2MShares$764 Million0.84% of portfolio
-
Northern Trust Corp Chicago, IL7.52MShares$434 Million0.07% of portfolio
-
Index Fund Advisors, Inc.6.54MShares$378 Million23.7% of portfolio
-
Bank Of America Corp Charlotte, NC5.17MShares$298 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$157 Million1.82% of portfolio