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April 19, 2024
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 […]
April 19, 2024
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 […]
April 19, 2024
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 […]
April 19, 2024
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. […]
April 19, 2024
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 […]
April 18, 2024
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 […]
April 18, 2024
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 […]
April 12, 2024
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 […]
April 12, 2024
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 […]
April 12, 2024
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 […]