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Peapack Gladstone Financial Corp Purchases 92,130 Shares of Dimensional US Small Cap Value ETF (NYSEARCA:DFSV)

Peapack Gladstone Financial Corp raised its position in shares of Dimensional US Small Cap Value ETF (NYSEARCA:DFSV – Free Report) by 75.2% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 214,671 shares of the company’s stock after acquiring an additional 92,130 […]

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United-states
Aire-advisors
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Wealth-management-group
Peapack-gladstone-financial-corp
Alaska-permanent-fund-corp
Zhang-financial
Discipline-wealth-solutions
Free-report
Gladstone-financial-corp

Discipline Wealth Solutions LLC Invests $342,000 in Vanguard Total International Stock ETF (NASDAQ:VXUS)

Discipline Wealth Solutions LLC purchased a new position in Vanguard Total International Stock ETF (NASDAQ:VXUS – Free Report) in the 4th quarter, HoldingsChannel reports. The fund purchased 5,998 shares of the company’s stock, valued at approximately $342,000. Vanguard Total International Stock ETF accounts for about 0.3% of Discipline Wealth Solutions LLC’s holdings, making the stock […]

Canada
National-bank
Company-profile
Global-wealth-strategies-associates
Wealth-management
News-ratings-for-vanguard-total-international-stock
Cetera-trust-company
Family-office
Discipline-wealth-solutions
Quarter-for-vanguard-total-international-stock
Nasdaq

Discipline Wealth Solutions LLC Takes $2.26 Million Position in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV)

Discipline Wealth Solutions LLC bought a new stake in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV – Free Report) in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor bought 80,309 shares of the company’s stock, valued at approximately $2,259,000. Dimensional US Small […]

Mcglone-suttner-wealth-management-inc
Discipline-wealth-solutions
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O-shaughnessy-asset-management
Granite-harbor-advisors-inc
Shaughnessy-asset-management
Free-report
Wealth-management
Glone-suttner-wealth-management
Private-capital
Granite-harbor-advisors

Discipline Wealth Solutions LLC Acquires New Shares in Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC)

Discipline Wealth Solutions LLC bought a new position in shares of Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC – Free Report) during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund bought 536,880 shares of the company’s stock, valued at approximately $15,994,000. Dimensional U.S. Core Equity […]

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Discipline-wealth-solutions
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Sigma-planning-corp
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Wealth-solutions
Investment-advisory

Discipline Wealth Solutions LLC Makes New Investment in Vanguard FTSE All-World ex-US Small-Cap ETF (NYSEARCA:VSS)

Discipline Wealth Solutions LLC purchased a new position in shares of Vanguard FTSE All-World ex-US Small-Cap ETF (NYSEARCA:VSS – Free Report) during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 2,810 shares of the company’s stock, valued at approximately $313,000. Vanguard FTSE […]

Concourse-financial-group-securities-inc
Callan-capital
Warner-financial-inc
Tectonic-advisors
Exchange-commission
Discipline-wealth-solutions
Lodestone-wealth-management
Free-report
Wealth-management
Financial-group-securities
Small-cap

Discipline Wealth Solutions LLC Acquires Shares of 172,362 Dimensional Emerging Markets Core Equity 2 ETF (NYSEARCA:DFEM)

Discipline Wealth Solutions LLC bought a new stake in Dimensional Emerging Markets Core Equity 2 ETF (NYSEARCA:DFEM – Free Report) during the 4th quarter, HoldingsChannel reports. The fund bought 172,362 shares of the company’s stock, valued at approximately $4,168,000. Dimensional Emerging Markets Core Equity 2 ETF comprises approximately 4.2% of Discipline Wealth Solutions LLC’s holdings, […]

Lutz-financial-services
Wealth-management-group
Discipline-wealth-solutions
Quarry-hill-advisors
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Beacon-pointe-advisors
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Dimensional-emerging-markets-core-equity
Free-report
Emerging-markets-core-equity
Hill-advisors

5,199 Shares in Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO) Purchased by Discipline Wealth Solutions LLC

Discipline Wealth Solutions LLC bought a new stake in shares of Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO – Free Report) in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund bought 5,199 shares of the exchange traded fund’s stock, valued at approximately […]

China
Discipline-wealth-solutions
Advisory-group
Jones-financial-companies-lllp
Exchange-commission
Wealthnavi-inc
Free-report
Financial-companies-lllp
Markets-all-cap-china
Inclusion-index

5,199 Shares in Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO) Bought by Discipline Wealth Solutions LLC

Discipline Wealth Solutions LLC bought a new position in shares of Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO – Free Report) during the fourth quarter, Holdings Channel.com reports. The fund bought 5,199 shares of the exchange traded fund’s stock, valued at approximately $206,000. Vanguard FTSE Emerging Markets ETF comprises 0.2% of Discipline Wealth Solutions LLC’s portfolio, […]

China
Operose-advisors
Discipline-wealth-solutions
Astoria-strategic-wealth-inc
Holdings-channel
Valley-wealth-managers-inc
Park-national-corp
Acorn-wealth-advisors
Free-report
Strategic-wealth
Wealth-advisors

Discipline Wealth Solutions LLC Acquires Shares of 3,684 Vanguard Total Stock Market ETF (NYSEARCA:VTI)

Discipline Wealth Solutions LLC purchased a new stake in shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) in the 4th quarter, HoldingsChannel.com reports. The firm purchased 3,684 shares of the company’s stock, valued at approximately $903,000. Vanguard Total Stock Market ETF comprises approximately 0.9% of Discipline Wealth Solutions LLC’s holdings, making the […]

United-states
New-york
American
Sanders-morris-harris
Riverbridge-partners
Research-investment-solutions
Allegheny-financial-group
First-command-advisory-services-inc
Nasdaq
Vanguard-total-stock-market-index-fund
Discipline-wealth-solutions

CBIZ Investment Advisory Services LLC Has $34.68 Million Stock Position in Vanguard Short-Term Bond ETF (NYSEARCA:BSV)

CBIZ Investment Advisory Services LLC boosted its position in shares of Vanguard Short-Term Bond ETF (NYSEARCA:BSV – Free Report) by 1.6% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm owned 450,295 shares of the company’s stock after purchasing an additional 7,174 shares during the quarter. […]

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Clarity-capital-advisors
National-trust-bank
Advisor-alliance
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Vanguard-short-term-bond
Free-report
Short-term-bond
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