Dimensional US Marketwide Value ETF $DFUV Shares Bought by Confluence Wealth Services Inc.

Confluence Wealth Services Inc. boosted its holdings in shares of Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) by 8.3% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 331,486 shares of the company’s stock after purchasing an additional 25,345 shares during the period. Dimensional US Marketwide Value ETF makes up approximately 0.7% of Confluence Wealth Services Inc.’s holdings, making the stock its 23rd biggest position. Confluence Wealth Services Inc. owned about 0.12% of Dimensional US Marketwide Value ETF worth $14,814,000 as of its most recent SEC filing.

Several other hedge funds have also recently added to or reduced their stakes in DFUV. Royal Bank of Canada lifted its position in shares of Dimensional US Marketwide Value ETF by 1.9% during the 1st quarter. Royal Bank of Canada now owns 102,072 shares of the company’s stock valued at $4,206,000 after acquiring an additional 1,863 shares during the last quarter. AQR Capital Management LLC lifted its holdings in shares of Dimensional US Marketwide Value ETF by 50.9% during the first quarter. AQR Capital Management LLC now owns 102,100 shares of the company’s stock valued at $4,208,000 after purchasing an additional 34,441 shares during the last quarter. Goldman Sachs Group Inc. acquired a new position in shares of Dimensional US Marketwide Value ETF in the 1st quarter valued at $202,000. Anderson Hoagland & Co. purchased a new position in Dimensional US Marketwide Value ETF in the 2nd quarter worth about $229,000. Finally, Capstone Wealth Management LLC raised its holdings in Dimensional US Marketwide Value ETF by 5.3% during the 2nd quarter. Capstone Wealth Management LLC now owns 210,412 shares of the company’s stock worth $8,896,000 after buying an additional 10,683 shares during the period.

Dimensional US Marketwide Value ETF Price Performance

Shares of DFUV opened at $48.51 on Friday. The company has a 50-day moving average of $46.41 and a two-hundred day moving average of $44.76. The stock has a market cap of $13.35 billion, a price-to-earnings ratio of 15.88 and a beta of 0.96. Dimensional US Marketwide Value ETF has a one year low of $35.38 and a one year high of $48.75.

About Dimensional US Marketwide Value ETF

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.