Confluence Wealth Services, Inc. DFAS Holdings History
Confluence Wealth Services, Inc.'s Dimensional U.S. Small Cap ETF Holding Summary
As of 2025-03-31, Confluence Wealth Services, Inc. held 848,148.00 shares of Dimensional U.S. Small Cap ETF(DFAS), totaling $48.00 Mil. This investment constitutes 3.02% of their stock portfolio, and Confluence Wealth Services, Inc. now holds 0.55% of the outstanding Dimensional U.S. Small Cap ETF(DFAS) stock.
The initial trade took place in 2022Q3. And since then Confluence Wealth Services, Inc. has made 10 purchases of DFAS, at an average price of $56.41, for a total of 850,527.00 shares. In addition, there have been 1 sales at an average price of $64.31 for 2,379.00 shares. Based on historical transaction data and DFAS's current price of $65.87, Confluence Wealth Services, Inc.'s estimated gain on his DFAS holdings is $8.04 Mil, reflecting a 16.76% gain to date.
Confluence Wealth Services, Inc. DFAS ($65.87) Holding Chart
Confluence Wealth Services, Inc. DFAS ($65.87) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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