Confluence Wealth Services, Inc. / DFIV
Confluence Wealth Services, Inc.’s Dimensional Etf Trust Position
Does Confluence Wealth Services, Inc. own Dimensional Etf Trust (DFIV)? Yes — 1.78M shares worth $94M (+3.64% of its 13F portfolio) as of Q1 2026, up from 1.73M shares the prior filed quarter.
Position Value
$94M
Q1 2026
Shares
1.78M
% of Portfolio
+3.64%
Quarters Held
15
currently held
Position History DFIV
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 1.78M | $94M | +3.64% |
| Q4 2025 | 1.73M | $86M | +3.58% |
| Q3 2025 | 1.66M | $77M | +3.78% |
| Q2 2025 | 1.58M | $68M | +3.70% |
| Q1 2025 | 1.51M | $59M | +3.75% |
| Q4 2024 | 1.44M | $53M | +3.47% |
| Q3 2024 | 1.25M | $48M | +3.47% |
| Q2 2024 | 1.18M | $42M | +3.37% |
| Q1 2024 | 1.08M | $40M | +3.50% |
| Q4 2023 | 962.4K | $33M | +3.62% |
| Q3 2023 | 404.4K | $13M | +2.60% |
| Q2 2023 | 330.4K | $11M | +2.30% |
| Q1 2023 | 308.1K | $10M | +2.32% |
| Q4 2022 | 274.7K | $8M | +2.17% |
| Q3 2022 | 51.8K | $1M | +0.56% |
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 DFIV.