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Seaview Investment Managers LLC Cuts Holdings in SPDR Dow Jones Global Real Estate ETF (NYSEARCA:RWO)

Efficient Advisors LLC lifted its position in Vanguard Small-Cap ETF (NYSEARCA:VB – Get Rating) by 5.2% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 424,931 shares of the company’s stock after acquiring an additional 21,109 shares during the period. Vanguard Small-Cap […]
Envestnet Asset Management Inc Goldman Sachs Group Inc Efficient Advisors Charles Schwab Investment Advisory Inc Exchange Commission Vanguard Small Cap

Vanguard S&P 500 ETF (NYSEARCA:VOO) Shares Acquired by Efficient Advisors LLC

Efficient Advisors LLC increased its position in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO – Get Rating) by 6.4% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 204,199 shares of the company’s stock after acquiring an additional 12,251 shares during the period. Vanguard […]
United States Index Fund The Efficient Advisors Byrne Asset Management Exchange Traded Fund Versant Capital Management Inc

iShares S&P 500 Value ETF (NYSEARCA:IVE) Shares Sold by Efficient Advisors LLC

Efficient Advisors LLC reduced its position in iShares S&P 500 Value ETF (NYSEARCA:IVE – Get Rating) by 8.1% in the 4th quarter, according to its most recent filing with the SEC. The firm owned 94,002 shares of the company’s stock after selling 8,276 shares during the period. iShares S&P 500 Value ETF comprises approximately 1.4% […]
United States Sequoia Financial Advisors National Bancorp Ae Wealth Management Value Index Fund Bessemer Group Inc
Source: wkrb13.com

Vanguard FTSE All-World ex-US ETF (NYSEARCA:VEU) Shares Sold by Gould Asset Management LLC CA

Gould Asset Management LLC CA cut its position in shares of Vanguard FTSE All-World ex-US ETF (NYSEARCA:VEU – Get Rating) by 20.0% in the 4th quarter, HoldingsChannel.com reports. The firm owned 24,680 shares of the company’s stock after selling 6,155 shares during the period. Gould Asset Management LLC CA’s holdings in Vanguard FTSE All-World ex-US […]
Raymond James Financial Services Advisors Inc Us Index Fund Ti Trust Inc Gould Asset Management Efficient Advisors Roble Belko Company Inc

Efficient Advisors LLC Makes New $17.49 Million Investment in Dimensional International Small Cap ETF (BATS:DFIS)

Efficient Advisors LLC bought a new stake in Dimensional International Small Cap ETF (BATS:DFIS – Get Rating) in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor bought 813,159 shares of the company’s stock, valued at approximately $17,491,000. Dimensional International Small Cap […]
Tortoise Investment Management Morris Financial Concepts Inc Advisors Inc Family Office Exchange Commission Quarter For Dimensional International Small Cap

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Sunbelt Securities Inc. Grows Stock Position in Kimberly-Clark Co. (NYSE:KMB)

Efficient Advisors LLC decreased its position in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE – Get Rating) by 8.1% in the 4th quarter, Holdings Channel reports. The firm owned 94,002 shares of the company’s stock after selling 8,276 shares during the quarter. iShares S&P 500 Value ETF accounts for about 1.4% of Efficient Advisors […]
United States Lido Advisors Goldman Sachs Group Inc Value Index Fund Envestnet Asset Management Inc Company Profile

VeChain Price Down 8.7% Over Last Week (VET)

Efficient Advisors LLC purchased a new stake in SPDR Gold Shares (NYSEARCA:GLD – Get Rating) during the fourth quarter, according to the company in its most recent filing with the SEC. The firm purchased 1,481 shares of the exchange traded fund’s stock, valued at approximately $251,000. A number of other hedge funds also recently made […]
Dt Investment Partners Wipfli Financial Advisors Worth Asset Management Efficient Advisors Paypay Securities Corp Old North State Trust

Vertex Planning Partners LLC Purchases Shares of 25,768 iShares MSCI EAFE Value ETF (BATS:EFV)

Vertex Planning Partners LLC purchased a new stake in shares of iShares MSCI EAFE Value ETF (BATS:EFV – Get Rating) during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm purchased 25,768 shares of the company’s stock, valued at approximately $1,182,000. Other large […]
Securities Exchange Commission Corepath Wealth Partners Wesbanco Bank Inc Efficient Advisors First Heartland Consultants Inc Vertex Planning Partners
Source: wkrb13.com

iShares MSCI EAFE Value ETF (BATS:EFV) Shares Sold by Northwest Capital Management Inc

Northwest Capital Management Inc trimmed its holdings in shares of iShares MSCI EAFE Value ETF (BATS:EFV – Get Rating) by 4.3% in the 4th quarter, HoldingsChannel reports. The institutional investor owned 234,790 shares of the company’s stock after selling 10,423 shares during the period. iShares MSCI EAFE Value ETF accounts for approximately 5.7% of Northwest […]
Exchange Commission First Heartland Consultants Inc Financial Corp Wesbanco Bank Inc Efficient Advisors Value Index Fund

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