Confluence Wealth Services’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Confluence Wealth Services’s Portfolio DFAC Stock Details DFAC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$838K	Buy
2025 Q1	$724K	Sell
2024 Q4	$931K	Buy
2024 Q3	$684K	Buy
2024 Q2	$588K	Buy
2024 Q1	$502K	Buy
2023 Q4	$303K	Buy