Page 114 - Cap Value News Today

This Avantis fund has underperformed the broader market this year but has started to gain traction over the summer.

Leo H. Evart Inc. reduced its stake in Schwab International Equity ETF (NYSEARCA:SCHF – Free Report) by 12.0% during the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 13,659 shares of the company’s stock after selling 1,856 shares during the period. Schwab […]

McClarren Financial Advisors Inc. bought a new position in shares of Dimensional US Large Cap Value ETF (NYSEARCA:DFLV – Free Report) in the first quarter, HoldingsChannel.com reports. The firm bought 13,604 shares of the company’s stock, valued at approximately $333,000. A number of other hedge funds also recently bought and sold shares of DFLV. Baldrige […]

Evolution Advisers Inc. cut its stake in Schwab International Equity ETF (NYSEARCA:SCHF – Free Report) by 26.4% in the first quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 4,877 shares of the company’s stock after selling 1,752 shares during the quarter. Evolution Advisers Inc.’s holdings in […]

Juncture Wealth Strategies LLC purchased a new position in Schwab International Equity ETF (NYSEARCA:SCHF – Free Report) in the first quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor purchased 302,309 shares of the company’s stock, valued at approximately $10,520,000. Schwab International Equity ETF accounts for 5.2% […]

Silver Oak Securities Incorporated reduced its stake in shares of Avantis U.S. Small Cap Value ETF (NYSEARCA:AVUV – Free Report) by 4.5% in the 1st quarter, HoldingsChannel reports. The institutional investor owned 18,678 shares of the company’s stock after selling 878 shares during the quarter. Silver Oak Securities Incorporated’s holdings in Avantis U.S. Small Cap […]

Wealthcare Advisory Partners LLC raised its stake in shares of SPDR S&P 400 Mid Cap Value ETF (NYSEARCA:MDYV – Free Report) by 6.7% during the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 34,272 shares of the company’s stock after acquiring […]

Juncture Wealth Strategies LLC lowered its stake in shares of SPDR S&P 400 Mid Cap Value ETF (NYSEARCA:MDYV – Free Report) by 8.8% in the first quarter, according to its most recent 13F filing with the SEC. The fund owned 25,065 shares of the company’s stock after selling 2,424 shares during the period. SPDR S&P […]

Fund Evaluation Group LLC purchased a new stake in Schwab International Equity ETF (NYSEARCA:SCHF – Free Report) during the 1st quarter, according to its most recent Form 13F filing with the SEC. The institutional investor purchased 1,727,545 shares of the company’s stock, valued at approximately $6,011,000. Schwab International Equity ETF accounts for about 0.7% of […]

Third Avenue Management, an investment management company based in New York City, released its “Small-Cap Value Fund” second quarter 2023 investor letter.