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Dimensional International Small Cap Value ETF (BATS:DISV) Shares Acquired by Rather & Kittrell Inc.

Rather & Kittrell Inc. raised its holdings in shares of Dimensional International Small Cap Value ETF (BATS:DISV – Free Report) by 11.9% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 228,311 shares of the company’s stock after acquiring […]
Dimensional International Small Cap Value Sterling Financial Planning Inc Ruedi Wealth Management Inc Quarter For Dimensional International Small Cap Value Retirement Solution Inc Financial Counselors Inc
Source: wkrb13.com

IQ CBRE NextGen Real Estate ETF (NYSEARCA:ROOF) Shares Down 1.9%

IQ CBRE NextGen Real Estate ETF (NYSEARCA:ROOF – Get Free Report)’s share price traded down 1.9% during trading on Monday . The stock traded as low as $18.98 and last traded at $18.99. 2,081 shares changed hands during mid-day trading, a decline of 38% from the average session volume of 3,345 shares. The stock had […]
Company Profile Citadel Advisors Efficient Advisors Gen Real Estate Get Free Report Jane Street Group

New England Private Wealth Advisors LLC Buys 259 Shares of Vanguard Short-Term Corporate Bond ETF (NASDAQ:VCSH)

New England Private Wealth Advisors LLC grew its position in shares of Vanguard Short-Term Corporate Bond ETF (NASDAQ:VCSH – Free Report) by 2.1% during the third quarter, Holdings Channel.com reports. The fund owned 12,466 shares of the company’s stock after purchasing an additional 259 shares during the quarter. New England Private Wealth Advisors LLC’s holdings […]
Holdings Channel Pointe Capital Management England Private Wealth Advisors Kestra Private Wealth Services Valmark Advisers Inc Keybank National Association

Efficient Advisors LLC Sells 34,062 Shares of Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC)

Efficient Advisors LLC cut its stake in Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC – Free Report) by 2.4% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 1,398,775 shares of the company’s stock after selling 34,062 shares during the quarter. […]
Capital Investment Advisory Services Global Wealth Strategies Associates Geneos Wealth Management Inc Lee Financial Co Exchange Commission Financial Services
Source: wkrb13.com

Vanguard Value ETF (NYSEARCA:VTV) Shares Sold by Efficient Advisors LLC

Efficient Advisors LLC trimmed its stake in shares of Vanguard Value ETF (NYSEARCA:VTV – Free Report) by 0.2% in the 3rd quarter, HoldingsChannel reports. The firm owned 620,443 shares of the company’s stock after selling 944 shares during the period. Vanguard Value ETF makes up 5.8% of Efficient Advisors LLC’s investment portfolio, making the stock […]
United States Archvest Wealth Advisors Inc First County Bank Efficient Advisors Financial Counselors Inc Vanguard Value Index Fund
Source: wkrb13.com

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Efficient Advisors LLC Increases Position in Vanguard Total International Stock ETF (NASDAQ:VXUS)

Efficient Advisors LLC lifted its position in Vanguard Total International Stock ETF (NASDAQ:VXUS – Free Report) by 5.0% in the third quarter, HoldingsChannel.com reports. The firm owned 675,618 shares of the company’s stock after purchasing an additional 31,878 shares during the quarter. Vanguard Total International Stock ETF comprises about 2.4% of Efficient Advisors LLC’s investment […]
Financial Services Red Tortoise News Ratings For Vanguard Total International Stock Efficient Advisors Sawyer Company Inc Cullen Frost Bankers Inc

Vanguard S&P 500 ETF (NYSEARCA:VOO) is Efficient Advisors LLC's 7th Largest Position

Efficient Advisors LLC trimmed its holdings in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 1.8% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 211,254 shares of the company’s stock after selling 3,843 shares during the […]
United States Index Fund The Bishop Co Investment Management Exchange Commission Company Profile Raymond James Associates

Efficient Advisors LLC Grows Stock Position in Vanguard FTSE All-World ex-US ETF (NYSEARCA:VEU)

Efficient Advisors LLC raised its position in Vanguard FTSE All-World ex-US ETF (NYSEARCA:VEU – Free Report) by 4.8% during the third quarter, according to its most recent 13F filing with the SEC. The fund owned 925,387 shares of the company’s stock after buying an additional 42,010 shares during the period. Vanguard FTSE All-World ex-US ETF […]
Ironwood Wealth Management Cibc World Market Inc Synovus Financial Corp Efficient Advisors Newedge Advisors Us Index Fund

Efficient Advisors LLC Cuts Holdings in Vanguard S&P 500 ETF (NYSEARCA:VOO)

Efficient Advisors LLC trimmed its position in Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 1.8% during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 211,254 shares of the company’s stock after selling 3,843 shares during the period. Vanguard […]
United States Family Management Corp Exchange Commission Financial Services Moser Wealth Advisors Index Fund The

Efficient Advisors LLC Grows Stock Position in Vanguard Real Estate ETF (NYSEARCA:VNQ)

Efficient Advisors LLC raised its position in Vanguard Real Estate ETF (NYSEARCA:VNQ – Free Report) by 2.2% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 522,629 shares of the exchange traded fund’s stock after purchasing an additional 11,319 shares […]
Morgan Stanley Company Profile Bank Julius Baer Co Ltd Zurich Efficient Advisors Advisory Group

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