Page 153 - Cap Value News Today

Wescott Financial Advisory Group LLC purchased a new position in shares of Dimensional US Large Cap Value ETF (NYSEARCA:DFLV – Get Rating) during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor purchased 13,406 shares of the company’s stock, valued at approximately $329,000. Wescott Financial […]

Glassman Wealth Services grew its holdings in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV – Get Rating) by 1.9% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 74,824 shares of the company’s stock after purchasing an additional 1,424 shares during the quarter. […]

First Full Quarter Reflecting Acquisition of Salient Partners Integration of Salient's Products, Distribution and People on Track Strong Performance for...

Rollins Financial trimmed its holdings in shares of Schwab International Equity ETF (NYSEARCA:SCHF – Get Rating) by 5.7% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 14,048 shares of the company’s stock after selling 854 shares during the period. Rollins Financial’s holdings in Schwab […]

Black Diamond Financial LLC grew its holdings in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV – Get Rating) by 30.7% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 185,747 shares of the company’s stock after purchasing an additional 43,634 shares during the […]

CarsonAllaria Wealth Management Ltd. reduced its holdings in shares of SPDR S&P 600 Small CapValue ETF (NYSEARCA:SLYV – Get Rating) by 3.3% during the fourth quarter, HoldingsChannel reports. The firm owned 68,760 shares of the company’s stock after selling 2,369 shares during the period. SPDR S&P 600 Small CapValue ETF comprises 4.5% of CarsonAllaria Wealth […]

Bogart Wealth LLC raised its stake in shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV – Get Rating) by 23.4% in the fourth quarter, according to its most recent 13F filing with the SEC. The fund owned 65,884 shares of the company’s stock after purchasing an additional 12,481 shares during the period. Bogart Wealth LLC’s […]

Brandywine Oak Private Wealth LLC boosted its holdings in Schwab International Equity ETF (NYSEARCA:SCHF – Get Rating) by 7.6% in the fourth quarter, according to its most recent filing with the SEC. The institutional investor owned 2,599,257 shares of the company’s stock after buying an additional 183,913 shares during the period. Schwab International Equity ETF […]

First Full Quarter Reflecting Acquisition of Salient Partners Integration of Salients Products, Distribution and People on Track Strong Performance for most of Westwoods US Value Strategies High... | April 26, 2023

Should You Buy or Sell Dimensional US Large Cap Value ETF Stock? Get The Latest DFLV Stock Price, Constituents List, Holdings Data, and Headlines at MarketBeat.