Confluence Wealth Services, Inc. Dimensional ETF Tr U S Target 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 Target stock. As of the latest transaction made, Confluence Wealth Services, Inc. holds 351,096 shares of DFAT stock, worth $18.5 Million. This represents 1.19% of its overall portfolio holdings.

Number of Shares
351,096
Previous 339,318 3.47%
Holding current value
$18.5 Million
Previous $18.9 Million 4.28%
% of portfolio
1.19%
Previous 1.37%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 24, 2025
BUY
$50.44 - $58.1 $594,082 - $684,301
11,778 Added 3.47%
351,096 $18.1 Million
Q4 2024

Jan 27, 2025
BUY
$54.54 - $61.04 $2.16 Million - $2.42 Million
39,570 Added 13.2%
339,318 $18.9 Million
Q3 2024

Oct 29, 2024
BUY
$51.0 - $57.07 $1.29 Million - $1.44 Million
25,310 Added 9.22%
299,748 $16.7 Million
Q2 2024

Jul 31, 2024
BUY
$50.18 - $54.47 $5.71 Million - $6.2 Million
113,844 Added 70.89%
274,438 $14.2 Million
Q1 2024

Apr 22, 2024
BUY
$49.45 - $54.43 $1.16 Million - $1.28 Million
23,484 Added 17.13%
160,594 $8.74 Million
Q4 2023

Jan 25, 2024
BUY
$42.71 - $53.09 $3.33 Million - $4.14 Million
77,924 Added 131.66%
137,110 $7.17 Million
Q3 2023

Nov 01, 2023
BUY
$45.07 - $49.71 $513,167 - $565,998
11,386 Added 23.82%
59,186 $2.7 Million
Q2 2023

Aug 01, 2023
BUY
$41.44 - $46.39 $223,817 - $250,552
5,401 Added 12.74%
47,800 $2.22 Million
Q1 2023

May 11, 2023
BUY
$42.38 - $49.75 $209,611 - $246,063
4,946 Added 13.21%
42,399 $1.89 Million
Q4 2022

Feb 10, 2023
BUY
$40.24 - $46.91 $1.2 Million - $1.39 Million
29,717 Added 384.14%
37,453 $1.65 Million
Q3 2022

Nov 08, 2022
BUY
$38.84 - $46.6 $300,466 - $360,497
7,736 New
7,736 $301,000

Others Institutions Holding DFAT

# of Institutions
770
Shares Held
168M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR U S TARGET

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