Confluence Wealth Services Inc. Has $10.24 Million Position in Dimensional US Marketwide Value ETF (NYSEARCA:DFUV)

Confluence Wealth Services Inc. increased its stake in shares of Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) by 35.5% in the fourth quarter, Holdings Channel.com reports. The firm owned 237,906 shares of the company’s stock after buying an additional 62,274 shares during the quarter. Dimensional US Marketwide Value ETF comprises approximately 0.7% of Confluence Wealth Services Inc.’s investment portfolio, making the stock its 22nd biggest position. Confluence Wealth Services Inc.’s holdings in Dimensional US Marketwide Value ETF were worth $10,237,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also added to or reduced their stakes in DFUV. Clarity Capital Advisors LLC lifted its stake in shares of Dimensional US Marketwide Value ETF by 0.3% in the fourth quarter. Clarity Capital Advisors LLC now owns 69,143 shares of the company’s stock worth $2,829,000 after acquiring an additional 241 shares during the period. Financial Counselors Inc. lifted its position in shares of Dimensional US Marketwide Value ETF by 1.4% in the 3rd quarter. Financial Counselors Inc. now owns 19,337 shares of the company’s stock worth $806,000 after purchasing an additional 261 shares during the period. Fortitude Family Office LLC boosted its stake in shares of Dimensional US Marketwide Value ETF by 50.8% in the 4th quarter. Fortitude Family Office LLC now owns 790 shares of the company’s stock valued at $32,000 after purchasing an additional 266 shares during the last quarter. Householder Group Estate & Retirement Specialist LLC increased its position in shares of Dimensional US Marketwide Value ETF by 7.1% during the fourth quarter. Householder Group Estate & Retirement Specialist LLC now owns 4,172 shares of the company’s stock worth $170,000 after buying an additional 278 shares during the period. Finally, Newton One Investments LLC raised its stake in Dimensional US Marketwide Value ETF by 4.7% during the fourth quarter. Newton One Investments LLC now owns 8,286 shares of the company’s stock worth $339,000 after buying an additional 373 shares during the last quarter.

Dimensional US Marketwide Value ETF Trading Up 0.6 %

Shares of Dimensional US Marketwide Value ETF stock opened at $42.71 on Wednesday. The company has a market cap of $11.18 billion, a P/E ratio of 13.63 and a beta of 0.85. The business has a 50-day moving average price of $42.25 and a two-hundred day moving average price of $41.72. Dimensional US Marketwide Value ETF has a 1-year low of $37.08 and a 1-year high of $44.61.

Dimensional US Marketwide Value ETF Profile

The Dimensional US Marketwide Value ETF (DFUV) is an exchange-traded fund that is based on the Russell 3000 Value index. The fund is an actively managed portfolio of US stocks, selected for having value characteristics. The fund seeks to provide long-term capital appreciation. DFUV was launched on Dec 16, 1998 and is managed by Dimensional.