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Vanguard Short-Term Treasury Index ETF (NASDAQ:VGSH) Shares Sold by Aptus Capital Advisors LLC

Aptus Capital Advisors LLC lowered its holdings in shares of Vanguard Short-Term Treasury Index ETF (NASDAQ:VGSH – Free Report) by 30.5% in the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 62,043 shares of the company’s stock after selling 27,275 shares during […]
Aptus Capital Advisors Portland Global Advisors Efficient Advisors Wealth Advisors Wealth Dimensions Group Ltd Guardian Wealth Management Inc

Efficient Advisors LLC Acquires 26,493 Shares of Vanguard Value ETF (NYSEARCA:VTV)

Efficient Advisors LLC grew its stake in shares of Vanguard Value ETF (NYSEARCA:VTV – Free Report) by 4.9% during the 1st quarter, HoldingsChannel.com reports. The fund owned 565,392 shares of the company’s stock after purchasing an additional 26,493 shares during the quarter. Vanguard Value ETF accounts for about 5.4% of Efficient Advisors LLC’s holdings, making […]
United States United Bank Efficient Advisors Vontobel Holding Ltd Moors Cabot Inc Donaldson Capital Management

Efficient Advisors LLC Purchases Shares of 288,907 Vanguard Short-Term Treasury Index ETF (NASDAQ:VGSH)

Efficient Advisors LLC bought a new position in Vanguard Short-Term Treasury Index ETF (NASDAQ:VGSH – Free Report) during the 1st quarter, Holdings Channel.com reports. The fund bought 288,907 shares of the company’s stock, valued at approximately $16,913,000. Vanguard Short-Term Treasury Index ETF makes up approximately 1.2% of Efficient Advisors LLC’s holdings, making the stock its […]
Efficient Advisors Bogart Wealth Holdings Channel Wealth Management Clearstead Advisors Laurel Wealth Advisors

Efficient Advisors LLC Has $80.71 Million Stock Holdings in Vanguard S&P 500 ETF (NYSEARCA:VOO)

Efficient Advisors LLC raised its stake in Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 5.1% in the 1st quarter, according to its most recent filing with the SEC. The fund owned 214,602 shares of the company’s stock after purchasing an additional 10,403 shares during the period. Vanguard S&P 500 ETF accounts for approximately […]
United States Envestnet Asset Management Inc Efficient Advisors Exchange Traded Fund Acorns Advisers Raymond James Associates

Efficient Advisors LLC Sells 1,541 Shares of SPDR S&P International Small Cap ETF (NYSEARCA:GWX)

Efficient Advisors LLC decreased its stake in shares of SPDR S&P International Small Cap ETF (NYSEARCA:GWX – Free Report) by 4.9% during the first quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 29,786 shares of the company’s stock after selling 1,541 shares during the period. Efficient […]
United States Exchange Commission Spdr Sp International Small Cap Efficient Advisors Belpointe Asset Management Ameritas Advisory Services

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Dimensional Emerging Core Equity Market ETF (NYSEARCA:DFAE) Shares Sold by Efficient Advisors LLC

Efficient Advisors LLC lessened its position in Dimensional Emerging Core Equity Market ETF (NYSEARCA:DFAE – Free Report) by 0.4% during the first quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 361,054 shares of the company’s stock after selling 1,460 shares during the period. […]
Laurel Wealth Advisors Inc Advisor Group Securities Exchange Commission Efficient Advisors Raymond James Associates Dimensional Emerging Core Equity Market

Efficient Advisors LLC Raises Holdings in SPDR Dow Jones Global Real Estate ETF (NYSEARCA:RWO)

Efficient Advisors LLC increased its holdings in SPDR Dow Jones Global Real Estate ETF (NYSEARCA:RWO – Free Report) by 0.5% in the 1st quarter, HoldingsChannel reports. The fund owned 64,704 shares of the company’s stock after purchasing an additional 291 shares during the quarter. Efficient Advisors LLC’s holdings in SPDR Dow Jones Global Real Estate […]
Efficient Advisors Company Profile Avidian Wealth Solutions Us Bancorp Nicolet Advisory Services York Mellon Corp

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

Efficient Advisors LLC grew its holdings in Vanguard Real Estate ETF (NYSEARCA:VNQ – Free Report) by 1.9% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 441,859 shares of the exchange traded fund’s stock after acquiring an additional 8,240 shares during the period. Vanguard […]
Eagle Bay Advisors Vanguard Group Inc Gwk Investment Management Kathleens Wright Associates Inc Exchange Commission Efficient Advisors

Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) Shares Bought by Efficient Advisors LLC

Efficient Advisors LLC grew its stake in Dimensional US Marketwide Value ETF (NYSEARCA:DFUV – Free Report) by 6.3% during the first quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 9,663 shares of the company’s stock after purchasing an additional 573 shares during the quarter. Efficient […]
Company Profile Efficient Advisors Envestnet Asset Management Inc Moneta Group Investment Advisors Mercer Global Advisors Inc Savant Capital

Efficient Advisors LLC Buys 4,090 Shares of Dimensional International High Profitability ETF (BATS:DIHP)

Efficient Advisors LLC increased its position in shares of Dimensional International High Profitability ETF (BATS:DIHP – Free Report) by 0.9% during the first quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 448,135 shares of the company’s stock after acquiring an additional 4,090 shares during the period. Efficient […]
Wealth Management Corp Company Profile Royal Bank Efficient Advisors Dimensional International High Profitability Securities Exchange Commission

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