Dimensional Etf Trust shares owned by Confluence Wealth Services
Quarter-by-quarter ownership of Dimensional Etf Trust (DFIV) 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 | $77M | 1.7M | 46.12 |
| 2025-06-30 | $68M | 1.6M | 42.83 |
| 2025-03-31 | $60M | 1.5M | 39.33 |
| 2024-12-31 | $53M | 1.4M | 37.02 |
| 2024-09-30 | $48M | 1.2M | 38.08 |
| 2024-06-30 | $42M | 1.2M | 35.94 |
| 2024-03-31 | $40M | 1.1M | 36.75 |
| 2023-12-31 | $33M | 962k | 34.36 |
| 2023-09-30 | $13M | 404k | 32.62 |
| 2023-06-30 | $11M | 330k | 32.85 |
| 2023-03-31 | $9.9M | 308k | 32.23 |
| 2022-12-31 | $8.4M | 275k | 30.40 |
| 2022-09-30 | $1.3M | 52k | 25.75 |
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