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

Confluence Wealth Services, Inc.

  • $1.52 Billion
  • Q1 2025

A detailed history of Confluence Wealth Services, Inc. transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Confluence Wealth Services, Inc. holds 269,725 shares of DFUV stock, worth $11.1 Million. This represents 0.73% of its overall portfolio holdings.

Number of Shares
269,725
Previous 237,906 13.37%
Holding current value
$11.1 Million
Previous $9.74 Million 14.18%
% of portfolio
0.73%
Previous 0.71%

Shares

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

Apr 24, 2025
BUY
$39.96 - $43.3 $1.27 Million - $1.38 Million
31,819 Added 13.37%
269,725 $11.1 Million
Q4 2024

Jan 27, 2025
BUY
$40.38 - $44.35 $2.51 Million - $2.76 Million
62,274 Added 35.46%
237,906 $9.74 Million
Q3 2024

Oct 29, 2024
BUY
$38.51 - $41.69 $585,698 - $634,063
15,209 Added 9.48%
175,632 $7.32 Million
Q2 2024

Jul 31, 2024
BUY
$38.53 - $40.76 $985,096 - $1.04 Million
25,567 Added 18.96%
160,423 $6.3 Million
Q1 2024

Apr 22, 2024
BUY
$36.22 - $40.9 $1.12 Million - $1.26 Million
30,922 Added 29.75%
134,856 $5.52 Million
Q4 2023

Jan 25, 2024
BUY
$31.85 - $37.39 $3.31 Million - $3.89 Million
103,934 New
103,934 $3.87 Million
Q1 2023

May 11, 2023
SELL
$31.9 - $35.83 $478 - $537
-15 Reduced 0.06%
24,734 $828,000
Q4 2022

Feb 10, 2023
BUY
$30.23 - $35.36 $748,162 - $875,124
24,749 New
24,749 $828,000

Others Institutions Holding DFUV

# of Institutions
729
Shares Held
274M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR US MARKETWI

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