DFIV — DIMENSIONAL ETF TRUST INTL VALE ETF

Ownership history in Confluence Wealth Services, Inc.  ·  14 quarters on record

This page tracks every 13F SEC filing in which Confluence Wealth Services, Inc. reported a position in DIMENSIONAL ETF TRUST INTL VALE ETF (DFIV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
3.78% (2025 Q3)
Avg. % of fund
3.01%
First filed
2022 Q3
Last filed
2025 Q4
Quarters held
14
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 1,732,779 +71,238 +4.3% 3.58% $86.5M $49.90
2025 Q3 ADDED 1,661,541 +77,190 +4.9% 3.78% $76.6M $45.77
2025 Q2 ADDED 1,584,351 +71,664 +4.7% 3.70% $67.9M $42.32
2025 Q1 ADDED 1,512,687 +71,101 +4.9% 3.75% $59.5M $38.22
10 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    DFIV price (monthly, adj. close)

Other funds also holding DFIV

As of 2025 Q4 — sorted by position size

Team Hewins, LLC 3Y 28.29% DIXON FNANCIAL SERVICES, INC. 3Y 28.04% Financially in Tune, LLC 19.45% Disciplined Equity Management, Inc. 3Y 10.76% Parkwoods Wealth Partners, LLC 10.22% Shearwater Capital LLC 3Y 9.82% Trinity Financial Advisors LLC 3Y 9.23% VESTIA PERSONAL WEALTH ADVISORS 9.22% BAYSHORE ASSET MANAGEMENT, LLC 3Y 9.17% FISCHER INVESTMENT STRATEGIES, LLC 8.85%
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