Dimensional Etf Trust shares owned by Confluence Wealth Services
Quarter-by-quarter ownership of Dimensional Etf Trust (DFAT) 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 | $24M | 410k | 58.21 |
| 2025-06-30 | $20M | 377k | 53.96 |
| 2025-03-31 | $17M | 351k | 48.23 |
| 2024-12-31 | $20M | 339k | 57.75 |
| 2024-09-30 | $17M | 300k | 55.63 |
| 2024-06-30 | $14M | 274k | 51.87 |
| 2024-03-31 | $8.7M | 161k | 54.43 |
| 2023-12-31 | $7.2M | 137k | 52.33 |
| 2023-09-30 | $2.7M | 59k | 45.69 |
| 2023-06-30 | $2.2M | 48k | 46.39 |
| 2023-03-31 | $1.9M | 42k | 44.50 |
| 2022-12-31 | $1.6M | 38k | 43.95 |
| 2022-09-30 | $301k | 7.7k | 38.91 |
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