📰 Essential Planning News
Page 2 - Essential Planning News Today
Fast, Ad-Free News Updates
Stay updated with breaking news from Essential Planning. Real-time updates on events, politics, business and more.
February 6, 2024
Essential Planning LLC. increased its position in shares of Vanguard Total International Bond ETF (NASDAQ:BNDX – Free Report) by 3.8% during the third quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 8,096 shares of the company’s stock after buying an additional 300 shares during the quarter. Essential […]
February 6, 2024
Essential Planning LLC. lowered its position in Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO – Free Report) by 10.5% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 6,593 shares of the exchange traded fund’s stock after selling 774 shares during […]
February 6, 2024
Essential Planning LLC. purchased a new stake in shares of iShares Core Total USD Bond Market ETF (NASDAQ:IUSB – Free Report) in the third quarter, Holdings Channel.com reports. The institutional investor purchased 5,220 shares of the company’s stock, valued at approximately $228,000. A number of other hedge funds and other institutional investors have also bought […]
December 9, 2023
Mercer Global Advisors Inc. ADV boosted its position in Dimensional US Marketwide Value ETF (NYSEARCA:DFUV – Free Report) by 55.3% during the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 15,266,607 shares of the company’s stock after buying an additional 5,436,403 […]
November 5, 2023
Dopkins Wealth Management LLC boosted its holdings in Dimensional US Marketwide Value ETF (NYSEARCA:DFUV – Free Report) by 1.4% in the 2nd quarter, HoldingsChannel.com reports. The firm owned 383,948 shares of the company’s stock after purchasing an additional 5,345 shares during the period. Dimensional US Marketwide Value ETF comprises approximately 11.8% of Dopkins Wealth Management […]
November 5, 2023
Modera Wealth Management LLC reduced its holdings in shares of Dimensional US Marketwide Value ETF (NYSEARCA:DFUV – Free Report) by 2.2% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 2,541,395 shares of the company’s stock after selling 58,207 shares […]
November 1, 2023
Envestnet Asset Management Inc. increased its stake in shares of Dimensional US Marketwide Value ETF (NYSEARCA:DFUV – Free Report) by 48.7% in the second quarter, according to its most recent 13F filing with the SEC. The firm owned 16,144,501 shares of the company’s stock after purchasing an additional 5,290,010 shares during the period. Envestnet Asset […]
October 10, 2023
Colton Groome Financial Advisors LLC trimmed its position in Pimco Total Return ETF (NYSEARCA:BOND – Free Report) by 22.2% during the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 20,753 shares of the exchange traded fund’s stock after selling 5,938 […]
September 26, 2023
Stratos Wealth Partners LTD. acquired a new position in shares of Pimco Total Return ETF (NYSEARCA:BOND – Free Report) during the 2nd quarter, Holdings Channel reports. The fund acquired 116,375 shares of the exchange traded fund’s stock, valued at approximately $10,662,000. A number of other hedge funds and other institutional investors have also made changes […]
August 31, 2023
LPL Financial LLC lifted its position in shares of Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD – Free Report) by 618.8% during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 145,948 shares of the company’s stock after purchasing an additional 125,644 […]