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Nuveen ESG Large-Cap Value ETF (BATS:NULV) Shares Sold by AIFG Consultants Ltd.

AIFG Consultants Ltd. lowered its stake in shares of Nuveen ESG Large-Cap Value ETF (BATS:NULV – Free Report) by 3.4% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 16,699 shares of the company’s stock after selling 593 shares during the […]
United States Exchange Commission Hsbc Holdings Us Bancorp Aifg Consultants Ltd Financial Group

Family CFO Inc Takes $120,000 Position in Dimensional US Large Cap Value ETF (NYSEARCA:DFLV)

Family CFO Inc bought a new stake in Dimensional US Large Cap Value ETF (NYSEARCA:DFLV – Free Report) during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund bought 4,418 shares of the company’s stock, valued at approximately $120,000. A number of […]
Strategic Investment Solutions Inc Ancora Advisors Securities Exchange Commission Morris Financial Concepts Inc Annapolis Financial Services Financial Counsel

Family CFO Inc Acquires New Shares in Dimensional US Large Cap Value ETF (NYSEARCA:DFLV)

Family CFO Inc purchased a new position in Dimensional US Large Cap Value ETF (NYSEARCA:DFLV – Free Report) in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund purchased 4,418 shares of the company’s stock, valued at approximately $120,000. Other institutional investors and hedge […]
Strategic Investment Solutions Inc Savant Capital Ci Private Wealth Flow Traders Securities Exchange Commission Free Report

Zhang Financial LLC Has $10.97 Million Stock Position in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV)

Zhang Financial LLC grew its holdings in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV – Free Report) by 30.8% in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 376,567 shares of the company’s stock after buying an additional 88,734 shares during the quarter. […]
United States Zhang Financial Ep Wealth Advisors Ci Private Wealth Cable Hill Partners Company Profile

Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) Shares Purchased by Zhang Financial LLC

Zhang Financial LLC increased its position in shares of Dimensional US Small Cap Value ETF (NYSEARCA:DFSV – Free Report) by 30.8% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 376,567 shares of the company’s stock after acquiring an additional […]
Citadel Advisors Financial Services Group Inc Zhang Financial Envestnet Asset Management Inc Jpmorgan Chase Co Renaissance Technologies

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Flputnam Investment Management Co. Sells 592 Shares of Schwab International Equity ETF (NYSEARCA:SCHF)

Flputnam Investment Management Co. trimmed its position in shares of Schwab International Equity ETF (NYSEARCA:SCHF – Free Report) by 2.0% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 29,081 shares of the company’s stock after selling 592 shares during the quarter. Flputnam […]
Company Profile Advisory Group Wealthfront Advisers Quarter For Schwab International Equity Schwab International Equity Charles Schwab Investment Advisory Inc
Source: wkrb13.com

Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) Stock Position Lifted by Arista Wealth Management LLC

Arista Wealth Management LLC lifted its position in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV – Free Report) by 15.8% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 1,058,454 shares of the company’s stock after buying an additional 144,042 shares during […]
O Shaughnessy Asset Management Shaughnessy Asset Management Morgan Stanley Arista Wealth Management Ancora Advisors Securities Exchange Commission

Braun Bostich & Associates Inc. Takes Position in SPDR S&P 600 Small CapValue ETF (NYSEARCA:SLYV)

Braun Bostich & Associates Inc. purchased a new stake in SPDR S&P 600 Small CapValue ETF (NYSEARCA:SLYV – Free Report) in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor purchased 5,151 shares of the company’s stock, valued at approximately $429,000. Other large investors have […]
United States Steward Partners Investment Advisory Contravisory Investment Management Inc Securities Exchange Commission Jpmorgan Chase Co Braun Bostich Associates Inc

Perigon Wealth Management LLC Increases Position in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV)

Perigon Wealth Management LLC raised its holdings in shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV – Free Report) by 9.2% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 174,159 shares of the company’s stock after buying an additional 14,734 shares […]
Dow Jones Moneta Group Investment Advisors International Assets Investment Management Perigon Wealth Management Mather Group Sei Investments Co

Compass Advisory Group LLC Sells 108,066 Shares of Schwab International Equity ETF (NYSEARCA:SCHF)

Compass Advisory Group LLC reduced its stake in shares of Schwab International Equity ETF (NYSEARCA:SCHF – Free Report) by 34.0% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 210,024 shares of the company’s stock after selling 108,066 shares during the […]
Schwab Strategic Trust The Compass Advisory Group Baltimore Washington Financial Advisors Inc News Ratings For Schwab International Equity Exchange Commission Quarter For Schwab International Equity

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