Dimensional Fund Advisors
CFLT

Dimensional Fund Advisors’s Confluent CFLT Stock Holding History

Dimensional Fund Advisors’s Portfolio CFLT Stock Details CFLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-195,997
Closed -$5.93M – 3229
2025
Q4 		$5.93M Buy
195,997
+5,024
+3% +$123K ﹤0.01% 2476
2025
Q3 		$3.78M Buy
190,973
+19,461
+11% +$407K ﹤0.01% 2617
2025
Q2 		$4.27M Sell
171,512
-145,988
-46% -$3.29M ﹤0.01% 2571
2025
Q1 		$7.45M Buy
317,500
+109,457
+53% +$3.17M ﹤0.01% 2370
2024
Q4 		$5.82M Buy
208,043
+60,346
+41% +$1.62M ﹤0.01% 2491
2024
Q3 		$3.01M Sell
147,697
-47,695
-24% -$1.07M ﹤0.01% 2679
2024
Q2 		$5.77M Sell
195,392
-297,807
-60% -$8.56M ﹤0.01% 2447
2024
Q1 		$15.1M Buy
493,199
+231,408
+88% +$6.53M ﹤0.01% 2134
2023
Q4 		$6.13M Sell
261,791
-58,972
-18% -$1.43M ﹤0.01% 2503
2023
Q3 		$9.5M Buy
320,763
+80,234
+33% +$2.69M ﹤0.01% 2286
2023
Q2 		$8.49M Buy
240,529
+42,728
+22% +$1.2M ﹤0.01% 2331
2023
Q1 		$4.76M Buy
197,801
+63,941
+48% +$1.48M ﹤0.01% 2501
2022
Q4 		$2.98K Buy
133,860
+41,329
+45% +$957K ﹤0.01% 2602
2022
Q3 		$2.2M Buy
92,531
+79,896
+632% +$2.15M ﹤0.01% 2688
2022
Q2 		$294K Buy
12,635
+264
+2% +$7.11K ﹤0.01% 3181
2022
Q1 		$507K Buy
+12,371
New +$645K ﹤0.01% 3149

Other funds holding CFLT

SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Dimensional Fund Advisors's CFLT Position: Q1 2026 in Review

Dimensional Fund Advisors sold out of Confluent (CFLT) in Q1 2026, closing a stake of 195,997 shares — an estimated $5.93M sold.

Dimensional Fund Advisors first reported a position in CFLT in Q1 2022 and held it in 16 quarters. The position peaked at $15.1M in Q1 2024. 4 funds tracked by Wall St. Rank hold CFLT as of Q1 2026.

  • Dimensional Fund Advisors reported no remaining Confluent position as of Q1 2026 after selling out during the quarter.
  • Dimensional Fund Advisors sold 195,997 Confluent shares in Q1 2026, an estimated $5.93M.
  • Dimensional Fund Advisors first reported a position in Confluent in Q1 2022 and held it in 16 quarters.
  • Dimensional Fund Advisors's Confluent position peaked at $15.1M in Q1 2024.
  • 4 funds tracked by Wall St. Rank held Confluent as of Q1 2026.

Based on Dimensional Fund Advisors's 13F filing for Q1 2026, filed 7 May 2026.