Confluence Wealth Services, Inc. Dimensional ETF Tr Us Marketwi Transaction History
Confluence Wealth Services, Inc.
- $1.09 Billion
- Q1 2024
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 134,856 shares of DFUV stock, worth $5.29 Million. This represents 0.5% of its overall portfolio holdings.
Number of Shares
134,856
Previous 103,934
29.75%
Holding current value
$5.29 Million
Previous $3.87 Million
42.58%
% of portfolio
0.5%
Previous 0.44%
Shares
4 transactions
Others Institutions Holding DFUV
# of Institutions
592Shares Held
242MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO25.8MShares$1.01 Billion3.0% of portfolio
-
Envestnet Asset Management Inc24MShares$941 Million0.37% of portfolio
-
Savant Capital, LLC16.6MShares$650 Million7.85% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.5MShares$569 Million6.73% of portfolio
-
Ci Private Wealth, LLC Miami, FL11MShares$430 Million0.71% of portfolio