Page 30 - Cap Value News Today

Joseph Group Capital Management reduced its position in SPDR S&P 400 Mid Cap Value ETF (NYSEARCA:MDYV – Free Report) by 7.4% during the fourth quarter, Holdings Channel.com reports. The firm owned 6,187 shares of the company’s stock after selling 496 shares during the quarter. Joseph Group Capital Management’s holdings in SPDR S&P 400 Mid Cap […]

Vawter Financial Ltd. raised its position in shares of Dimensional US Large Cap Value ETF (NYSEARCA:DFLV – Free Report) by 76.5% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 103,607 shares of the company’s stock after buying an additional 44,911 shares during the […]

Vawter Financial Ltd. raised its stake in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV – Free Report) by 50.4% in the 4th quarter, according to its most recent filing with the SEC. The fund owned 6,016 shares of the company’s stock after purchasing an additional 2,016 shares during the period. Vawter Financial Ltd.’s holdings in Schwab […]

Peapack Gladstone Financial Corp raised its position in shares of Dimensional US Small Cap Value ETF (NYSEARCA:DFSV – Free Report) by 75.2% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 214,671 shares of the company’s stock after acquiring an additional 92,130 […]

Peapack Gladstone Financial Corp lowered its holdings in shares of Schwab International Equity ETF (NYSEARCA:SCHF – Free Report) by 0.1% during the 4th quarter, according to the company in its most recent filing with the SEC. The fund owned 451,397 shares of the company’s stock after selling 537 shares during the period. Peapack Gladstone Financial […]

Rollins Financial Advisors LLC acquired a new stake in Schwab International Equity ETF (NYSEARCA:SCHF – Free Report) in the fourth quarter, according to the company in its most recent filing with the SEC. The firm acquired 9,102 shares of the company’s stock, valued at approximately $336,000. A number of other large investors have also added […]

Beacon Bridge Wealth Partners LLC purchased a new stake in Schwab International Equity ETF (NYSEARCA:SCHF – Free Report) in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor purchased 24,385 shares of the company’s stock, valued at approximately $901,000. Other institutional investors have also […]

American Investment Services Inc. boosted its position in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV – Free Report) by 38.1% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 109,095 shares of the company’s stock after acquiring an additional 30,089 shares during […]

American Investment Services Inc. increased its holdings in Dimensional US Large Cap Value ETF (NYSEARCA:DFLV – Free Report) by 171.5% in the 4th quarter, according to its most recent 13F filing with the SEC. The firm owned 76,189 shares of the company’s stock after buying an additional 48,131 shares during the period. American Investment Services […]

American Investment Services Inc. boosted its stake in shares of Dimensional US Large Cap Value ETF (NYSEARCA:DFLV – Free Report) by 171.5% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 76,189 shares of the company’s stock after buying an […]