Confluence Wealth Services, Inc. Dimensional ETF Tr Transaction History

Confluence Wealth Services, Inc.

  • $1.68 Billion
  • Q2 2025

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 1,647,049 shares of DFAX stock, worth $49.6 Million. This represents 2.88% of its overall portfolio holdings.

Number of Shares
1,647,049
Previous 1,563,959 5.31%
Holding current value
$49.6 Million
Previous $41 Million 18.05%
% of portfolio
2.88%
Previous 2.7%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 22, 2025
BUY
$23.37 - $29.39 $1.94 Million - $2.44 Million
83,090 Added 5.31%
1,647,049 $48.4 Million
Q1 2025

Apr 24, 2025
BUY
$24.45 - $27.2 $4.86 Million - $5.41 Million
198,939 Added 14.57%
1,563,959 $41 Million
Q4 2024

Jan 27, 2025
BUY
$24.76 - $27.04 $3.68 Million - $4.02 Million
148,817 Added 12.24%
1,365,020 $33.9 Million
Q3 2024

Oct 29, 2024
BUY
$24.29 - $27.25 $3.43 Million - $3.85 Million
141,210 Added 13.14%
1,216,203 $32.8 Million
Q2 2024

Jul 31, 2024
BUY
$24.57 - $26.36 $1.75 Million - $1.88 Million
71,354 Added 7.11%
1,074,993 $27.3 Million
Q1 2024

Apr 22, 2024
BUY
$23.42 - $25.45 $4.11 Million - $4.47 Million
175,494 Added 21.19%
1,003,639 $25.5 Million
Q4 2023

Jan 25, 2024
BUY
$21.44 - $24.42 $10.8 Million - $12.2 Million
501,484 Added 153.52%
828,145 $20.2 Million
Q3 2023

Nov 01, 2023
BUY
$22.41 - $24.35 $939,472 - $1.02 Million
41,922 Added 14.72%
326,661 $7.36 Million
Q2 2023

Aug 01, 2023
BUY
$22.56 - $24.03 $295,423 - $314,672
13,095 Added 4.82%
284,739 $6.64 Million
Q1 2023

May 11, 2023
BUY
$21.74 - $23.72 $405,385 - $442,306
18,647 Added 7.37%
271,644 $6.26 Million
Q4 2022

Feb 10, 2023
BUY
$18.81 - $22.36 $3.4 Million - $4.04 Million
180,642 Added 249.66%
252,997 $5.46 Million
Q3 2022

Nov 08, 2022
BUY
$18.89 - $22.64 $1.37 Million - $1.64 Million
72,355 New
72,355 $1.37 Million

Others Institutions Holding DFAX

# of Institutions
628
Shares Held
251M
Call Options Held
6.8K
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAX Quotes by TradingView
  • Ticker DFAX
More about DFAX
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