Page 64 - Cap Value News Today

Harbor Group Inc. boosted its holdings in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV – Free Report) by 0.3% in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 116,580 shares of the company’s stock after purchasing an additional 366 shares during the quarter. Schwab U.S. […]

Cardiff Park Advisors LLC cut its holdings in shares of Dimensional US Small Cap Value ETF (NYSEARCA:DFSV – Free Report) by 4.8% during the third quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 303,114 shares of the company’s stock after selling 15,308 shares during the period. Dimensional […]

Graves Light Lenhart Wealth Inc. increased its stake in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV – Free Report) by 30.2% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 16,628 shares of the company’s stock after acquiring an […]

Harbor Group Inc. boosted its holdings in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV – Free Report) by 0.3% in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 116,580 shares of the company’s stock after purchasing an additional 366 shares during the quarter. Schwab U.S. […]

FCA Corp TX grew its holdings in Schwab International Equity ETF (NYSEARCA:SCHF – Free Report) by 14.2% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 15,427 shares of the company’s stock after purchasing an additional 1,916 shares during the quarter. FCA Corp […]

Bernzott Capital Advisors, an investment management firm, published its “US Small Cap Value Fund” fourth-quarter 2023 investor letter. In the fourth quarter, the portfolio gained +14.1% on a net ...

Bernzott Capital Advisors, an investment management firm, published its “US Small Cap Value Fund” fourth-quarter 2023 investor letter, a copy of which can be downloaded here.

Westwood Salient Select Income posted top decile performance last quarterMany of our Multi-Asset Strategies posted top quartile performance last quarterInstitutional wins for SmidCap Value expected to...

Westwood Salient Select Income posted top decile performance last quarterMany of our Multi-Asset Strategies posted top quartile performance last...

WealthPlan Investment Management LLC bought a new position in shares of SPDR S&P 600 Small CapValue ETF (NYSEARCA:SLYV – Free Report) during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor bought 2,800 shares of the company’s stock, valued at approximately $203,000. A […]