CWS
DFAE icon

Confluence Wealth Services’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

Confluence Wealth Services’s Portfolio DFAE Stock Details DFAE Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$11.7M Buy
403,358
+25,547
+7% +$740K 0.64% 26
2025
Q1 		$9.66M Buy
377,811
+25,288
+7% +$647K 0.61% 25
2024
Q4 		$9.07M Buy
352,523
+82,623
+31% +$2.13M 0.59% 24
2024
Q3 		$7.4M Buy
+269,900
New +$7.4M 0.54% 23