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 1,584,351 shares of DFIV stock, worth $70.2 Million. This represents 4.03% of its overall portfolio holdings.
Number of Shares
1,584,351
Previous 1,512,687
4.74%
Holding current value
$70.2 Million
Previous $59.5 Million
13.97%
% of portfolio
4.03%
Previous 3.92%
Shares
12 transactions
Others Institutions Holding DFIV
# of Institutions
713Shares Held
230MCall Options Held
1.8KPut Options Held
200-
Envestnet Asset Management Inc20MShares$888 Million0.26% of portfolio
-
Mercer Global Advisors Inc Denver, CO19.1MShares$847 Million1.75% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$495 Million4.47% of portfolio
-
Savant Capital, LLC8.49MShares$376 Million2.53% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA7.29MShares$323 Million0.15% of portfolio