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Dimensional Etf Trust shares owned by Confluence Wealth Services

Quarter-by-quarter ownership of Dimensional Etf Trust (DFIV) shares owned by Confluence Wealth Services from 13F filings

Historical chart of Confluence Wealth Services investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Dimensional Etf Trust held by Confluence Wealth Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dimensional Etf Trust by Confluence Wealth Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $40M 1.1M 36.75
2023-12-31 $33M 962k 34.36
2023-09-30 $13M 404k 32.62
2023-06-30 $11M 330k 32.85
2023-03-31 $9.9M 308k 32.23
2022-12-31 $8.4M 275k 30.40
2022-09-30 $1.3M 52k 25.75

More positions owned by Confluence Wealth Services

Capital Group Divid Value Etf Shs Creation Unit Shs Creation Uni (CGDV)
Vanguard Dividend Appreciation Etf Div App Etf (VIG)
Ishares Tr Rus 1000 Grw Etf Rus 1000grw Etf (IWF)
Jpmorgan Equity Premium Income Etf Equity Premium (JEPI)
Vanguard International High Dividend Yield Etf Intl High Etf (VYMI)
Dimensional Etf Trust U S Sm Cap Etf Us Small Cap Etf (DFAS)
Dimensional Etf Trust Intl Vale Etf Internatnal Val (DFIV)
Ishares Tr Core Div Grwth Core Div Grwth (DGRO)
Ishares Tr Msci Eafe Etf Msci Eafe Etf (EFA)
Capital Group Intl Focus Shs Creation Unit Shs Creation Uni (CGXU)
Capital Group Divid Growers Etf Shs Etf (CGDG)
Apple (AAPL)
Dimensional Etf Trust World Ex U S Core Equity 2 Etf World Ex Us Core (DFAX)
Microsoft Corporation (MSFT)
Capital Group Growth Etf Shs Creation Unit Shs Creation Uni (CGGR)

View all positions for Confluence Wealth Services

Top funds holding Dimensional Etf Trust

Buckingham Asset Management
Mercer Global Advisors
Savant Capital Management
Pnc Financial Services
Jane Street
HighTower Advisors
Modera Wealth Management
Creative Planning
Plan
Resource Consulting Group
CI Private Wealth
Buckingham Strategic Partners
Wealth Enhancement Advisory Services
HPM Partners
Foster Group

View all funds holding Dimensional Etf Trust