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April 5, 2024
Advisory Alpha LLC raised its position in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV – Free Report) by 1.1% during the 4th quarter, according to its most recent filing with the SEC. The institutional investor owned 139,252 shares of the company’s stock after acquiring an additional 1,564 shares during the period. Advisory Alpha LLC owned […]
April 5, 2024
Walkner Condon Financial Advisors LLC acquired a new stake in Schwab International Equity ETF (NYSEARCA:SCHF – Free Report) during the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The fund acquired 5,515 shares of the company’s stock, valued at approximately $204,000. Other institutional investors also recently modified their holdings […]
April 4, 2024
BetterWealth LLC lessened its holdings in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV – Free Report) by 0.4% in the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 590,235 shares of the company’s stock after selling 2,350 shares during the period. […]
April 4, 2024
BetterWealth LLC trimmed its position in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV – Free Report) by 0.4% during the fourth quarter, Holdings Channel.com reports. The firm owned 590,235 shares of the company’s stock after selling 2,350 shares during the period. Dimensional US Small Cap Value ETF accounts for about 5.9% of BetterWealth LLC’s holdings, […]
April 4, 2024
WealthShield Partners LLC lessened its holdings in shares of Nuveen ESG Large-Cap Value ETF (BATS:NULV – Free Report) by 38.2% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 30,219 shares of the company’s stock after selling 18,696 shares during the […]
April 4, 2024
Total Clarity Wealth Management Inc. trimmed its position in Schwab International Equity ETF (NYSEARCA:SCHF – Free Report) by 1.9% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 16,081 shares of the company’s stock after selling 319 shares during the quarter. Total Clarity Wealth […]
April 3, 2024
TIAA Trust National Association lowered its stake in shares of Nuveen ESG Large-Cap Value ETF (BATS:NULV – Free Report) by 4.3% in the fourth quarter, according to its most recent 13F filing with the SEC. The fund owned 3,524,604 shares of the company’s stock after selling 158,064 shares during the period. TIAA Trust National Association […]
April 3, 2024
Envision Financial Planning LLC lifted its position in Dimensional US Large Cap Value ETF (NYSEARCA:DFLV – Free Report) by 9.4% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 63,647 shares of the company’s stock after acquiring an additional 5,472 […]
April 3, 2024
Envision Financial Planning LLC raised its holdings in Dimensional US Large Cap Value ETF (NYSEARCA:DFLV – Free Report) by 9.4% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 63,647 shares of the company’s stock after acquiring an additional 5,472 shares during the […]
April 2, 2024
Regatta Capital Group LLC cut its holdings in Nuveen ESG Mid-Cap Value ETF (BATS:NUMV – Free Report) by 2.4% during the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 99,480 shares of the company’s stock after selling 2,492 shares during the quarter. Nuveen ESG Mid-Cap Value ETF makes up approximately 0.8% of Regatta Capital Group […]