Confluence Wealth Services, Inc. DFAX Holdings History
Confluence Wealth Services, Inc.'s Dimensional World ex U.S. Core Equity 2 ETF Holding Summary
As of 2025-03-31, Confluence Wealth Services, Inc. held 1.56 Mil shares of Dimensional World ex U.S. Core Equity 2 ETF(DFAX), totaling $41.18 Mil. This investment constitutes 2.59% of their stock portfolio, and Confluence Wealth Services, Inc. now holds 0.54% of the outstanding Dimensional World ex U.S. Core Equity 2 ETF(DFAX) stock.
The initial trade took place in 2022Q3. And since then Confluence Wealth Services, Inc. has made 11 purchases of DFAX, at an average price of $23.82, for a total of 1.56 Mil shares. Based on historical transaction data and DFAX's current price of $29.48, Confluence Wealth Services, Inc.'s estimated gain on his DFAX holdings is $8.85 Mil, reflecting a 23.74% gain to date.
Confluence Wealth Services, Inc. DFAX ($29.48) Holding Chart
Confluence Wealth Services, Inc. DFAX ($29.48) 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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