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Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) Sets New 12-Month High at $29.73

Dimensional US Small Cap Value ETF (NYSEARCA:DFSV – Get Free Report) reached a new 52-week high during trading on Wednesday . The stock traded as high as $29.73 and last traded at $29.71, with a volume of 260487 shares traded. The stock had previously closed at $29.22. Dimensional US Small Cap Value ETF Stock Up […]
Mcglone Suttner Wealth Management Inc O Shaughnessy Asset Management Comerica Bank Company Profile Morgan Stanley Shaughnessy Asset Management

Sandbox Financial Partners LLC Has $559,000 Stake in Nuveen ESG Large-Cap Value ETF (BATS:NULV)

Sandbox Financial Partners LLC trimmed its holdings in Nuveen ESG Large-Cap Value ETF (BATS:NULV – Free Report) by 54.6% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 15,574 shares of the company’s stock after selling 18,714 shares during […]
United States Envestnet Portfolio Solutions Inc Lido Advisors Sandbox Financial Partners Exchange Commission National Association

Blue Trust Inc. Buys 11,917 Shares of Dimensional US Small Cap Value ETF (NYSEARCA:DFSV)

Blue Trust Inc. raised its stake in shares of Dimensional US Small Cap Value ETF (NYSEARCA:DFSV – Free Report) by 40.6% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 41,238 shares of the company’s stock after purchasing an […]
O Shaughnessy Asset Management Mcglone Suttner Wealth Management Inc Morgan Stanley Exchange Commission Ancora Advisors Blue Trust Inc

Schwab International Equity ETF (NYSEARCA:SCHF) Shares Sold by Peak Financial Management Inc.

Peak Financial Management Inc. trimmed its position in Schwab International Equity ETF (NYSEARCA:SCHF – Free Report) by 29.3% in the fourth quarter, according to its most recent disclosure with the SEC. The institutional investor owned 90,965 shares of the company’s stock after selling 37,717 shares during the period. Schwab International Equity ETF accounts for about […]
Charles Schwab Investment Management Inc News Ratings For Schwab International Equity Peak Financial Management Inc Schwab Strategic Trust The Wealthfront Advisers Quarter For Schwab International Equity
Source: wkrb13.com

AMI Investment Management Inc. Has $1.99 Million Position in Schwab International Equity ETF (NYSEARCA:SCHF)

AMI Investment Management Inc. cut its holdings in Schwab International Equity ETF (NYSEARCA:SCHF – Free Report) by 39.3% in the 4th quarter, according to its most recent 13F filing with the SEC. The firm owned 53,773 shares of the company’s stock after selling 34,842 shares during the quarter. AMI Investment Management Inc.’s holdings in Schwab […]
Baltimore Washington Financial Advisors Inc Compass Wealth Management Ami Investment Management Inc News Ratings For Schwab International Equity Financial Gravity Asset Management Inc St Germaindj Co

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AMI Investment Management Inc. Sells 34,842 Shares of Schwab International Equity ETF (NYSEARCA:SCHF)

AMI Investment Management Inc. cut its stake in Schwab International Equity ETF (NYSEARCA:SCHF – Free Report) by 39.3% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 53,773 shares of the company’s stock after selling 34,842 shares during the quarter. AMI Investment Management Inc.’s […]
News Ratings For Schwab International Equity Evanson Asset Management Ami Investment Management Inc Exchange Commission Schwab International Equity Quarter For Schwab International Equity
Source: wkrb13.com

SeaCrest Wealth Management LLC Cuts Stock Position in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV)

SeaCrest Wealth Management LLC trimmed its position in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV – Free Report) by 11.6% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 58,901 shares of the company’s stock after selling 7,715 shares during the […]
Dow Jones York Mellon Corp Jpmorgan Chase Co Ironwood Wealth Management Seacrest Wealth Management Citigroup Inc

Blue Trust Inc. Buys 11,917 Shares of Dimensional US Small Cap Value ETF (NYSEARCA:DFSV)

Blue Trust Inc. raised its stake in shares of Dimensional US Small Cap Value ETF (NYSEARCA:DFSV – Free Report) by 40.6% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 41,238 shares of the company’s stock after purchasing an […]
Ancora Advisors Exchange Commission Blue Trust Inc O Shaughnessy Asset Management Mcglone Suttner Wealth Management Inc Morgan Stanley
Source: wkrb13.com

Grey Fox Wealth Advisors LLC Sells 17,002 Shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV)

Grey Fox Wealth Advisors LLC lowered its position in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV – Free Report) by 29.4% during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 40,794 shares of the company’s stock after selling 17,002 shares during the period. […]
Dow Jones Grey Fox Wealth Advisors Family Office Clearstead Advisors Briaud Financial Planning Inc Gradient Investments

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