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HighTower Advisors LLC Sells 231,441 Shares of Vanguard FTSE All-World ex-US ETF (NYSEARCA:VEU)

HighTower Advisors LLC cut its position in Vanguard FTSE All-World ex-US ETF (NYSEARCA:VEU – Get Rating) by 10.8% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 1,903,520 shares of the company’s stock after selling 231,441 shares during the quarter. HighTower Advisors LLC’s holdings […]
Cohen Lawrence Mercer Global Advisors Inc Efficient Advisors Us Index Fund Raymond James Financial Services Advisors Inc Exchange Commission

HC Advisors LLC Reduces Stock Holdings in Vanguard FTSE All-World ex-US ETF (NYSEARCA:VEU)

HC Advisors LLC decreased its position in Vanguard FTSE All-World ex-US ETF (NYSEARCA:VEU – Get Rating) by 6.2% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 29,351 shares of the company’s stock after selling 1,955 shares during the period. Vanguard FTSE […]
Cohen Lawrence Tiedemann Advisors Mercer Global Advisors Inc Raymond James Financial Services Advisors Inc Us Index Fund Exchange Commission

Schwarz Dygos Wheeler Investment Advisors LLC Purchases 107 Shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI)

Schwarz Dygos Wheeler Investment Advisors LLC increased its stake in Vanguard Total Stock Market ETF (NYSEARCA:VTI – Get Rating) by 6.4% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 1,768 shares of the company’s stock after purchasing an additional 107 shares during the quarter. […]
United States New York Institutional Family Asset Management Schwarz Dygos Wheeler Investment Advisors Gould Asset Management Efficient Advisors
Source: wkrb13.com

Schwarz Dygos Wheeler Investment Advisors LLC Invests $213,000 in Dimensional International Value ETF (NYSEARCA:DFIV)

Schwarz Dygos Wheeler Investment Advisors LLC purchased a new position in Dimensional International Value ETF (NYSEARCA:DFIV – Get Rating) during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor purchased 7,021 shares of the company’s stock, valued at approximately $213,000. Other institutional […]
United States Dimensional International Value Quarter For Dimensional International Value Company Profile Raymond James Associates Efficient Advisors

Efficient Advisors LLC Purchases 4,673 Shares of Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA)

Efficient Advisors LLC lifted its position in shares of Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Get Rating) by 0.6% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 742,181 shares of the company’s stock after purchasing an additional 4,673 shares during the quarter. Vanguard […]
Mirae Asset Global Investments Co Efficient Advisors Company Profile Securities Exchange Commission Vanguard Developed Markets Index Fund Ironwood Wealth Management

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Efficient Advisors LLC Boosts Stock Position in Vanguard Small-Cap Value ETF (NYSEARCA:VBR)

Efficient Advisors LLC lifted its position in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR – Get Rating) by 2.5% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 572,185 shares of the company’s stock after purchasing an additional 13,922 shares during the […]
United States Efficient Advisors Goldman Sachs Group Inc Envestnet Asset Management Inc Cap Value Index Fund Exchange Commission

Efficient Advisors LLC Acquires 3,159 Shares of Schwab U.S. REIT ETF (NYSEARCA:SCHH)

Efficient Advisors LLC raised its stake in shares of Schwab U.S. REIT ETF (NYSEARCA:SCHH – Get Rating) by 10.7% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 32,621 shares of the company’s stock after buying an additional […]
Efficient Advisors England Capital Financial Advisors Mcclarren Financial Advisors Inc Exchange Commission Company Profile Capital Directions Investment Advisors

Efficient Advisors LLC Sells 2,800 Shares of iShares MSCI Emerging Markets ETF (NYSEARCA:EEM)

Efficient Advisors LLC lowered its stake in iShares MSCI Emerging Markets ETF (NYSEARCA:EEM – Get Rating) by 2.9% in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 92,147 shares of the exchange traded fund’s stock after selling 2,800 shares during the quarter. Efficient […]
United Kingdom Investment Management Inc Securities Exchange Commission Efficient Advisors Baird Financial Group Inc Company Profile

Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO) Shares Acquired by Efficient Advisors LLC

Efficient Advisors LLC increased its holdings in shares of Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO – Get Rating) by 6.6% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 569,276 shares of the exchange traded fund’s stock after acquiring an additional 35,283 […]
United States Securities Exchange Commission Ti Trust Inc Asset Management Efficient Advisors Alaska Permanent Fund Corp

iShares National Muni Bond ETF (NYSEARCA:MUB) Stock Position Decreased by Efficient Advisors LLC

Efficient Advisors LLC lessened its holdings in shares of iShares National Muni Bond ETF (NYSEARCA:MUB – Get Rating) by 1.4% in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 13,393 shares of the exchange traded fund’s stock after selling 190 shares during […]
Resources Investment Advisors Sanford Advisory Services National Muni Bond Stephens Consulting Kovitz Investment Group Partners Efficient Advisors

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