Dimensional Etf Trust shares owned by Confluence Wealth Services
Quarter-by-quarter ownership of Dimensional Etf Trust (DFAX) 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 | $53M | 1.7M | 31.38 |
| 2025-06-30 | $48M | 1.6M | 29.37 |
| 2025-03-31 | $41M | 1.6M | 26.33 |
| 2024-12-31 | $35M | 1.4M | 25.53 |
| 2024-09-30 | $33M | 1.2M | 27.01 |
| 2024-06-30 | $27M | 1.1M | 25.42 |
| 2024-03-31 | $26M | 1.0M | 25.44 |
| 2023-12-31 | $20M | 828k | 24.42 |
| 2023-09-30 | $7.4M | 327k | 22.52 |
| 2023-06-30 | $6.6M | 285k | 23.31 |
| 2023-03-31 | $6.3M | 272k | 23.06 |
| 2022-12-31 | $5.5M | 253k | 21.60 |
| 2022-09-30 | $1.4M | 72k | 18.88 |
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