Dimensional Etf Trust shares owned by Confluence Wealth Services
Quarter-by-quarter ownership of Dimensional Etf Trust (DFAS) shares owned by Confluence Wealth Services
from 13F filings
Historical chart of Confluence Wealth Services investment in Dimensional Etf Trust
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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 |
|---|---|---|---|
| 2025-09-30 | $65M | 946k | 68.46 |
| 2025-06-30 | $56M | 885k | 63.71 |
| 2025-03-31 | $48M | 848k | 56.59 |
| 2024-12-31 | $58M | 851k | 67.90 |
| 2024-09-30 | $49M | 753k | 64.86 |
| 2024-06-30 | $41M | 683k | 60.08 |
| 2024-03-31 | $40M | 641k | 62.34 |
| 2023-12-31 | $33M | 553k | 59.62 |
| 2023-09-30 | $16M | 305k | 52.49 |
| 2023-06-30 | $12M | 214k | 54.80 |
| 2023-03-31 | $11M | 200k | 52.70 |
| 2022-12-31 | $9.2M | 180k | 51.15 |
| 2022-09-30 | $2.3M | 50k | 46.51 |
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