Confluence Wealth Services, Inc. / DFAX
Confluence Wealth Services, Inc.’s Dimensional Etf Trust Position
Does Confluence Wealth Services, Inc. own Dimensional Etf Trust (DFAX)? Yes — 1.76M shares worth $60M (+2.32% of its 13F portfolio) as of Q1 2026, down from 1.78M shares the prior filed quarter.
Position Value
$60M
Q1 2026
Shares
1.76M
% of Portfolio
+2.32%
Quarters Held
15
currently held
Position History DFAX
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 1.76M | $60M | +2.32% |
| Q4 2025 | 1.78M | $58M | +2.41% |
| Q3 2025 | 1.70M | $53M | +2.62% |
| Q2 2025 | 1.65M | $48M | +2.64% |
| Q1 2025 | 1.56M | $41M | +2.59% |
| Q4 2024 | 1.37M | $35M | +2.27% |
| Q3 2024 | 1.22M | $33M | +2.40% |
| Q2 2024 | 1.07M | $27M | +2.18% |
| Q1 2024 | 1.00M | $26M | +2.25% |
| Q4 2023 | 828.1K | $20M | +2.22% |
| Q3 2023 | 326.7K | $7M | +1.45% |
| Q2 2023 | 284.7K | $7M | +1.41% |
| Q1 2023 | 271.6K | $6M | +1.46% |
| Q4 2022 | 253.0K | $5M | +1.42% |
| Q3 2022 | 72.4K | $1M | +0.58% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Confluence Wealth Services, Inc.’s full portfolio or all institutional holders of DFAX.