Confluence Wealth Services, Inc. DFIV Holdings History
Confluence Wealth Services, Inc.'s Dimensional International Value ETF Holding Summary
As of 2025-03-31, Confluence Wealth Services, Inc. held 1.51 Mil shares of Dimensional International Value ETF(DFIV), totaling $59.49 Mil. This investment constitutes 3.75% of their stock portfolio, and Confluence Wealth Services, Inc. now holds 0.62% of the outstanding Dimensional International Value ETF(DFIV) stock.
The initial trade took place in 2022Q3. And since then Confluence Wealth Services, Inc. has made 11 purchases of DFIV, at an average price of $33.39, for a total of 1.51 Mil shares. Based on historical transaction data and DFIV's current price of $42.82, Confluence Wealth Services, Inc.'s estimated gain on his DFIV holdings is $14.27 Mil, reflecting a 28.26% gain to date.
Confluence Wealth Services, Inc. DFIV ($42.82) Holding Chart
Confluence Wealth Services, Inc. DFIV ($42.82) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
