Dimensional Etf Trust shares owned by Confluence Wealth Services
Quarter-by-quarter ownership of Dimensional Etf Trust (DFAE) 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 | $14M | 436k | 31.53 |
| 2025-06-30 | $12M | 403k | 28.95 |
| 2025-03-31 | $9.7M | 378k | 25.57 |
| 2024-12-31 | $9.1M | 353k | 25.73 |
| 2024-09-30 | $7.4M | 270k | 27.41 |
More positions owned by Confluence Wealth Services
View all positions for Confluence Wealth Services