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True Wealth Design LLC Trims Stock Holdings in Dimensional U.S. Equity ETF (NYSEARCA:DFUS)

True Wealth Design LLC lowered its position in shares of Dimensional U.S. Equity ETF (NYSEARCA:DFUS – Free Report) by 11.6% in the third quarter, according to the company in its most recent filing with the SEC. The firm owned 57,809 shares of the company’s stock after selling 7,611 shares during the quarter. Dimensional U.S. Equity […]
Company Profile Sandy Spring Bank True Wealth Design Fund Evaluation Group Ascent Group Jt Stratford

328,331 Shares in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) Purchased by Envestnet Portfolio Solutions Inc.

Envestnet Portfolio Solutions Inc. bought a new stake in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG – Free Report) during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund bought 328,331 shares of the company’s stock, valued at approximately $23,876,000. Envestnet Portfolio Solutions […]
Dow Jones Exchange Commission Fund Evaluation Group Envestnet Portfolio Solutions Inc Osaic Holdings Inc Envestnet Asset Management Inc

Soundwatch Capital LLC Sells 386 Shares of Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG)

Soundwatch Capital LLC lessened its holdings in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG – Free Report) by 6.4% during the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 5,656 shares of the company’s stock after selling 386 shares during the period. Schwab U.S. Large-Cap Growth ETF […]
Dow Jones Osaic Holdings Inc Company Profile Fund Evaluation Group Securities Exchange Commission Envestnet Asset Management Inc

iShares MSCI USA ESG Select ETF (NYSEARCA:SUSA) Shares Sold by Shepherd Financial Partners LLC

Shepherd Financial Partners LLC trimmed its position in shares of iShares MSCI USA ESG Select ETF (NYSEARCA:SUSA – Free Report) by 2.4% in the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 27,451 shares of the company’s stock after selling 685 shares […]
Nova Scotia United States Securities Exchange Commission Fund Evaluation Group Royal Bank Moneta Group Investment Advisors

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Private Advisor Group LLC Cuts Stock Position in iShares MSCI USA ESG Select ETF (NYSEARCA:SUSA)

Private Advisor Group LLC cut its stake in shares of iShares MSCI USA ESG Select ETF (NYSEARCA:SUSA – Free Report) by 3.0% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 41,320 shares of the company’s stock after selling 1,275 shares during […]
United States Nova Scotia Fund Evaluation Group Moneta Group Investment Advisors Exchange Commission Royal Bank

Corient Private Wealth LLC Cuts Stake in Dimensional U.S. Equity ETF (NYSEARCA:DFUS)

Corient Private Wealth LLC decreased its holdings in Dimensional U.S. Equity ETF (NYSEARCA:DFUS – Free Report) by 1.7% during the 3rd quarter, according to its most recent disclosure with the SEC. The firm owned 1,719,641 shares of the company’s stock after selling 29,634 shares during the period. Corient Private Wealth LLC owned approximately 1.23% of […]
Orion Portfolio Solutions Corient Private Wealth Jt Stratford Fund Evaluation Group Ascent Group Sandy Spring Bank

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