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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

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 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

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

Creative Planning
Bank of America Corporation
Alaska Permanent Fund Corp
Buckingham Asset Management
TCI Wealth Advisors
Ark & Tlk Investments
Plan
Financial Counselors
Mercer Global Advisors
Savant Capital Management
Pure Financial Advisors
Resource Consulting Group
Beaird Harris Wealth Management
Sageworth Trust Company
Massmutual Trust

View all funds holding Dimensional Etf Trust