Confluence Wealth Services Inc. Has $12.94 Million Stock Holdings in Dimensional US Marketwide Value ETF $DFUV

Confluence Wealth Services Inc. lifted its holdings in shares of Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) by 13.5% in the second quarter, Holdings Channel.com reports. The fund owned 306,141 shares of the company’s stock after purchasing an additional 36,416 shares during the quarter. Dimensional US Marketwide Value ETF accounts for approximately 0.7% of Confluence Wealth Services Inc.’s portfolio, making the stock its 23rd largest position. Confluence Wealth Services Inc.’s holdings in Dimensional US Marketwide Value ETF were worth $12,944,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also added to or reduced their stakes in the company. U.S. Capital Wealth Advisors LLC raised its position in Dimensional US Marketwide Value ETF by 1.6% in the second quarter. U.S. Capital Wealth Advisors LLC now owns 15,205 shares of the company’s stock worth $643,000 after purchasing an additional 235 shares in the last quarter. Fortitude Family Office LLC grew its stake in shares of Dimensional US Marketwide Value ETF by 31.6% in the 2nd quarter. Fortitude Family Office LLC now owns 1,040 shares of the company’s stock valued at $44,000 after purchasing an additional 250 shares during the period. Vannoy Advisory Group Inc. raised its holdings in shares of Dimensional US Marketwide Value ETF by 0.3% in the 1st quarter. Vannoy Advisory Group Inc. now owns 99,769 shares of the company’s stock worth $4,111,000 after buying an additional 283 shares in the last quarter. Shore Point Advisors LLC lifted its position in shares of Dimensional US Marketwide Value ETF by 2.1% during the 2nd quarter. Shore Point Advisors LLC now owns 14,014 shares of the company’s stock worth $593,000 after buying an additional 289 shares during the period. Finally, Valeo Financial Advisors LLC lifted its position in shares of Dimensional US Marketwide Value ETF by 1.1% during the 2nd quarter. Valeo Financial Advisors LLC now owns 28,572 shares of the company’s stock worth $1,208,000 after buying an additional 311 shares during the period.

Dimensional US Marketwide Value ETF Price Performance

Shares of DFUV stock opened at $45.02 on Monday. The stock’s fifty day simple moving average is $43.88 and its 200 day simple moving average is $41.85. Dimensional US Marketwide Value ETF has a one year low of $35.38 and a one year high of $45.22. The firm has a market cap of $12.36 billion, a price-to-earnings ratio of 15.88 and a beta of 1.12.

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.