Confluence Wealth Services Inc. lifted its stake in Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) by 8.0% during the undefined 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
U.S. GDP grew 3% in Q2 2025, beating forecasts and easing recession fears as investors eye VTV, XLU, DVY, DFUV and SPYD.
In this article, I assess the suitability of DFUV as a broad-market play against upcoming volatility catalysts. This should act as a primary hedge for a core growth portfolio that's heavy of the Magnificent 7 and similar high-growth names. I also explore the benefits of value stocks and recommend IVE as a better alternative to DFUV for investors, along with an International/EM ETF as a secondary hedge.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SH Suzanne Hornick ASSET PLANNING Corp.ORATION | 28,520 | $901,785.21 | $1.56M | $662,394.19 | 73.45% |
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 7,072 | $299,413.92 | $387,793.12 | $88,379.2 | 29.52% |
| CE Curtis Ellergodt Rothschild Investment LLC | 584 | $27,209 | $32,023.64 | $4,814.64 | 17.7% |
| CN Chris Nelson MJP ASSOCIATES Inc. /ADV | 4,386 | $196,051.81 | $240,506.31 | $44,454.5 | 22.67% |
| TC Tyler Chaisson COMPASS CAPITAL Corp. /MA/ /ADV | 7,141 | $292,209.95 | $391,648.14 | $99,438.19 | 34.03% |
| ARCA Exchange | US Country |
The ETF operates with a distinct focus on value stocks across the vast spectrum of U.S. companies, irrespective of their market capitalizations. Managed by its Advisor, the ETF employs a rigorous process to identify companies deemed to be undervalued or presenting value investment opportunities. This strategic approach extends to employing derivatives such as futures contracts and options on futures contracts, aimed at modulating the equity market exposure in alignment with the anticipated cash movements within the Portfolio. This methodological flexibility allows the ETF to navigate through diverse market conditions, striving to optimize returns for its investors.
The core offering of the ETF involves investing in a broad and diverse array of U.S. companies identified as value stocks. This includes firms across all market capitalizations, from small-scale startups to well-established industry leaders, that are perceived by the Advisor to be trading below their intrinsic value or show potential for appreciation.
To adeptly manage equity exposure in line with the fluid cash inflows and outflows, the ETF incorporates derivatives in its investment strategy. These instruments — specifically, futures contracts and options on futures contracts related to U.S. equity securities and indices — serve as tools for effectively adjusting the Portfolio's market stance, either ramping up or dialing down exposure as necessitated by prevailing or forecasted financial dynamics.