Dimensional Etf Trust shares owned by Confluence Wealth Services
Quarter-by-quarter ownership of Dimensional Etf Trust (DFAC) 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
Download as csv
Download as Excel
Quarterly reported holdings in Dimensional Etf Trust by Confluence Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $977k | 25k | 38.57 |
| 2025-06-30 | $838k | 23k | 35.84 |
| 2025-03-31 | $724k | 23k | 31.39 |
| 2024-12-31 | $931k | 26k | 36.10 |
| 2024-09-30 | $684k | 20k | 34.29 |
| 2024-06-30 | $588k | 18k | 32.24 |
| 2024-03-31 | $502k | 16k | 31.95 |
| 2023-12-31 | $303k | 10k | 29.23 |
More positions owned by Confluence Wealth Services
View all positions for Confluence Wealth Services