Page 33 - Cap Value News Today

FineMark National Bank & Trust bought a new position in Dimensional US Large Cap Value ETF (NYSEARCA:DFLV – Free Report) in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor bought 12,036 shares of the company’s stock, valued at approximately $326,000. Several […]

FineMark National Bank & Trust purchased a new stake in Dimensional US Large Cap Value ETF (NYSEARCA:DFLV – Free Report) in the 4th quarter, Holdings Channel reports. The firm purchased 12,036 shares of the company’s stock, valued at approximately $326,000. A number of other large investors have also made changes to their positions in the […]

US Bancorp DE cut its stake in shares of Schwab International Equity ETF (NYSEARCA:SCHF – Free Report) by 2.6% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 476,145 shares of the company’s stock after selling 12,730 shares during the quarter. US Bancorp […]

Cambridge Investment Research Advisors Inc. trimmed its position in shares of Schwab International Equity ETF (NYSEARCA:SCHF – Free Report) by 18.4% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 371,568 shares of the company’s stock after selling 83,562 shares during the quarter. Cambridge Investment […]

Orion Portfolio Solutions LLC grew its position in shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV – Free Report) by 42.3% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 88,223 shares of the company’s stock after purchasing an additional 26,210 shares during the […]

Orion Portfolio Solutions LLC raised its holdings in shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV – Free Report) by 42.3% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 88,223 shares of the company’s stock after purchasing an additional 26,210 shares […]

ProVise Management Group LLC grew its holdings in SPDR S&P 400 Mid Cap Value ETF (NYSEARCA:MDYV – Free Report) by 90.4% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The fund owned 5,961 shares of the company’s stock after purchasing an additional 2,830 shares during the quarter. […]

Advisory Services Network LLC cut its holdings in Nuveen ESG Large-Cap Value ETF (BATS:NULV – Free Report) by 5.1% during the fourth quarter, Holdings Channel reports. The institutional investor owned 104,664 shares of the company’s stock after selling 5,602 shares during the quarter. Advisory Services Network LLC’s holdings in Nuveen ESG Large-Cap Value ETF were […]

Congress Wealth Management LLC DE decreased its position in shares of Schwab International Equity ETF (NYSEARCA:SCHF – Free Report) by 0.9% during the fourth quarter, Holdings Channel reports. The institutional investor owned 129,864 shares of the company’s stock after selling 1,131 shares during the period. Congress Wealth Management LLC DE’s holdings in Schwab International Equity […]

Advisory Services Network LLC lessened its holdings in shares of Nuveen ESG Large-Cap Value ETF (BATS:NULV – Free Report) by 5.1% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 104,664 shares of the company’s stock after selling 5,602 shares during […]