Confluence Wealth Services, Inc. Dimensional ETF Tr Dimensional Transaction History
Confluence Wealth Services, Inc.
- $1.52 Billion
- Q1 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 16,362 shares of DFIC stock, worth $467,789. This represents 0.03% of its overall portfolio holdings.
Number of Shares
16,362Holding current value
$467,789% of portfolio
0.03%Shares
1 transactions
Others Institutions Holding DFIC
# of Institutions
449Shares Held
267MCall Options Held
5.9KPut Options Held
0-
Envestnet Asset Management Inc29.5MShares$842 Million0.25% of portfolio
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Mercer Global Advisors Inc Denver, CO27.4MShares$784 Million1.75% of portfolio
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Forum Financial Management, LP Lombard, IL16.4MShares$467 Million8.36% of portfolio
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Evensky & Katz LLC6.13MShares$175 Million10.37% of portfolio
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Rw Investment Management LLC Eagle, ID4.92MShares$141 Million15.48% of portfolio