Confluence Wealth Services, Inc. Dimensional ETF Tr Dimensional Transaction History

Confluence Wealth Services, Inc.

  • $1.68 Billion
  • Q2 2025

A detailed history of Confluence Wealth Services, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Confluence Wealth Services, Inc. holds 15,651 shares of DFIC stock, worth $513,978. This represents 0.03% of its overall portfolio holdings.

Number of Shares
15,651
Previous 16,362 4.35%
Holding current value
$513,978
Previous $454,000 7.05%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Jul 22, 2025
SELL
$24.94 - $31.15 $17,732 - $22,147
-711 Reduced 4.35%
15,651 $486,000
Q1 2025

Apr 24, 2025
BUY
$25.54 - $28.79 $417,885 - $471,061
16,362 New
16,362 $454,000

Others Institutions Holding DFIC

# of Institutions
522
Shares Held
300M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

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