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May 14, 2023
Firestone Capital Management purchased a new stake in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV – Get Rating) during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 3,127 shares of the company’s stock, valued at approximately $206,000. Several other institutional investors and hedge funds […]
May 13, 2023
Dimensional Fund Advisors LP bought a new position in shares of Dimensional US Large Cap Value ETF (NYSEARCA:DFLV – Get Rating) in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm bought 200,000 shares of the company’s stock, valued at approximately $4,906,000,000. Dimensional US Large […]
May 13, 2023
Dimensional Fund Advisors LP bought a new stake in Dimensional US Large Cap Value ETF (NYSEARCA:DFLV – Get Rating) during the fourth quarter, Holdings Channel reports. The firm bought 200,000 shares of the company’s stock, valued at approximately $4,906,000,000. Dimensional US Large Cap Value ETF makes up about 1.4% of Dimensional Fund Advisors LP’s portfolio, […]
May 12, 2023
The Gabelli Global Small and Mid Cap Value Trust (NYSE:GGZ – Get Rating) saw a significant drop in short interest in the month of April. As of April 30th, there was short interest totalling 1,400 shares, a drop of 65.9% from the April 15th total of 4,100 shares. Based on an average daily volume of […]
May 12, 2023
EverSource Wealth Advisors LLC grew its stake in Avantis U.S. Small Cap Value ETF (NYSEARCA:AVUV – Get Rating) by 1.5% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 10,656 shares of the company’s stock after acquiring an additional 154 shares during […]
May 12, 2023
EverSource Wealth Advisors LLC raised its position in shares of Avantis U.S. Small Cap Value ETF (NYSEARCA:AVUV – Get Rating) by 1.5% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 10,656 shares of the company’s stock after […]
May 12, 2023
EverSource Wealth Advisors LLC raised its position in shares of Avantis U.S. Small Cap Value ETF (NYSEARCA:AVUV – Get Rating) by 1.5% in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 10,656 shares of the company’s stock after acquiring an additional 154 […]
May 11, 2023
MAI Capital Management decreased its holdings in shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV – Get Rating) by 0.4% during the fourth quarter, HoldingsChannel reports. The firm owned 95,416 shares of the company’s stock after selling 387 shares during the period. MAI Capital Management’s holdings in Schwab U.S. Large-Cap Value ETF were worth $6,299,000 […]
May 11, 2023
Foster & Motley Inc. cut its stake in Schwab International Equity ETF (NYSEARCA:SCHF – Get Rating) by 4.5% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 1,429,119 shares of the company’s stock after selling 67,776 shares during the quarter. Schwab International […]
May 10, 2023
Third Avenue Management, an investment management company based in New York City, released its “Small-Cap Value Fund” first quarter 2023 investor letter.