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

Confluence Wealth Services, Inc.

$1.52 Billion
Q1 2025

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form
Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding DFAS

# of Institutions

802

Shares Held

119M

Call Options Held

0

Put Options Held

200

Creative Planning Overland Park, KS

13.2M
Shares

$768 Million
0.84% of portfolio
Northern Trust Corp Chicago, IL

7.52M
Shares

$436 Million
0.07% of portfolio
Index Fund Advisors, Inc.

5.85M
Shares

$339 Million
22.41% of portfolio
Bank Of America Corp Charlotte, NC

5.17M
Shares

$300 Million
0.03% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

2.72M
Shares

$158 Million
1.82% of portfolio

About DIMENSIONAL ETF TR U S SMALL C

Ticker DFAS
Sector ETFs
Industry ETFs

More about DFAS

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