Confluence Wealth Services, Inc. Dimensional ETF Tr Transaction History

Confluence Wealth Services, Inc.

  • $1.52 Billion
  • Q1 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 1,512,687 shares of DFIV stock, worth $64 Million. This represents 3.92% of its overall portfolio holdings.

Number of Shares
1,512,687
Previous 1,441,586 4.93%
Holding current value
$64 Million
Previous $51.1 Million 16.44%
% of portfolio
3.92%
Previous 3.71%

Shares

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

Apr 24, 2025
BUY
$35.33 - $40.77 $2.51 Million - $2.9 Million
71,101 Added 4.93%
1,512,687 $59.5 Million
Q4 2024

Jan 27, 2025
BUY
$34.86 - $37.97 $6.77 Million - $7.37 Million
194,153 Added 15.56%
1,441,586 $51.1 Million
Q3 2024

Oct 29, 2024
BUY
$34.66 - $38.38 $2.47 Million - $2.73 Million
71,134 Added 6.05%
1,247,433 $47.5 Million
Q2 2024

Jul 31, 2024
BUY
$35.5 - $38.02 $3.46 Million - $3.71 Million
97,495 Added 9.04%
1,176,299 $42.3 Million
Q1 2024

Apr 22, 2024
BUY
$33.15 - $36.75 $3.86 Million - $4.28 Million
116,408 Added 12.1%
1,078,804 $39.6 Million
Q4 2023

Jan 25, 2024
BUY
$30.86 - $34.46 $17.2 Million - $19.2 Million
557,979 Added 137.97%
962,396 $33.1 Million
Q3 2023

Nov 01, 2023
BUY
$32.1 - $34.42 $2.38 Million - $2.55 Million
73,990 Added 22.39%
404,417 $13.2 Million
Q2 2023

Aug 01, 2023
BUY
$31.45 - $33.77 $702,341 - $754,151
22,332 Added 7.25%
330,427 $10.9 Million
Q1 2023

May 11, 2023
BUY
$30.43 - $33.38 $1.01 Million - $1.11 Million
33,347 Added 12.14%
308,095 $9.93 Million
Q4 2022

Feb 10, 2023
BUY
$25.88 - $31.1 $5.77 Million - $6.93 Million
222,908 Added 429.99%
274,748 $8.35 Million
Q3 2022

Nov 08, 2022
BUY
$25.71 - $30.57 $1.33 Million - $1.58 Million
51,840 New
51,840 $1.34 Million

Others Institutions Holding DFIV

# of Institutions
687
Shares Held
226M
Call Options Held
1.8K
Put Options Held
200
View Full List

About DIMENSIONAL ETF TR

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