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

Confluence Wealth Services Inc. lifted its stake in Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) by 8.0% during the 4th quarter, according to the company in its most recent filing with the SEC. The fund owned 358,022 shares of the company’s stock after acquiring an additional 26,536 shares during the quarter. Dimensional US Marketwide Value ETF accounts for 0.7% of Confluence Wealth Services Inc.’s investment portfolio, making the stock its 28th largest position. Confluence Wealth Services Inc. owned 0.13% of Dimensional US Marketwide Value ETF worth $16,680,000 as of its most recent filing with the SEC.

Several other large investors have also recently made changes to their positions in DFUV. HHM Wealth Advisors LLC acquired a new position in shares of Dimensional US Marketwide Value ETF in the 3rd quarter worth approximately $46,000. CNB Bank acquired a new position in shares of Dimensional US Marketwide Value ETF in the 3rd quarter worth approximately $97,000. Financial Consulate Inc. acquired a new position in shares of Dimensional US Marketwide Value ETF in the 3rd quarter worth approximately $113,000. CX Institutional lifted its holdings in shares of Dimensional US Marketwide Value ETF by 130.4% in the 3rd quarter. CX Institutional now owns 2,970 shares of the company’s stock worth $133,000 after acquiring an additional 1,681 shares during the last quarter. Finally, Russell Investments Group Ltd. lifted its holdings in shares of Dimensional US Marketwide Value ETF by 117.3% in the 2nd quarter. Russell Investments Group Ltd. now owns 3,520 shares of the company’s stock worth $149,000 after acquiring an additional 1,900 shares during the last quarter.

Dimensional US Marketwide Value ETF Stock Performance

Shares of DFUV stock opened at $51.04 on Thursday. Dimensional US Marketwide Value ETF has a one year low of $38.49 and a one year high of $51.37. The firm’s 50 day moving average price is $49.48 and its 200-day moving average price is $47.54. The firm has a market cap of $14.19 billion, a P/E ratio of 15.88 and a beta of 0.93.

Dimensional US Marketwide Value ETF Company 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.