Page 2 - Fnancial Services News Today

Wells Trecaso Financial Group LLC trimmed its position in iShares Russell 1000 Value ETF (NYSEARCA:IWD – Free Report) by 5.0% in the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 2,111 shares of the exchange traded fund’s stock after selling 110 shares during the quarter. Wells Trecaso Financial Group LLC’s holdings in iShares Russell 1000 […]

Wells Trecaso Financial Group LLC trimmed its holdings in iShares Russell 1000 Value ETF (NYSEARCA:IWD – Free Report) by 5.0% during the fourth quarter, Holdings Channel reports. The firm owned 2,111 shares of the exchange traded fund’s stock after selling 110 shares during the quarter. Wells Trecaso Financial Group LLC’s holdings in iShares Russell 1000 […]

CPA Asset Management LLC raised its position in Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD – Free Report) by 47.2% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 81,265 shares of the company’s stock after purchasing an additional 26,051 shares during the period. Dimensional Short-Duration […]

Cedar Mountain Advisors LLC lessened its holdings in shares of iShares Russell 1000 Value ETF (NYSEARCA:IWD – Free Report) by 0.3% during the fourth quarter, Holdings Channel.com reports. The institutional investor owned 402,585 shares of the exchange traded fund’s stock after selling 1,049 shares during the quarter. iShares Russell 1000 Value ETF accounts for approximately […]

Accurate Wealth Management LLC raised its position in iShares Russell 1000 Value ETF (NYSEARCA:IWD – Free Report) by 53.4% in the fourth quarter, Holdings Channel.com reports. The institutional investor owned 6,521 shares of the exchange traded fund’s stock after purchasing an additional 2,270 shares during the period. Accurate Wealth Management LLC’s holdings in iShares Russell […]

Parnassus Investments LLC increased its position in shares of Amazon.com, Inc. (NASDAQ:AMZN – Free Report) by 8.9% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 10,252 shares of the e-commerce giant’s stock after acquiring an additional 840 shares during […]

Dixon Fnancial Services Inc. trimmed its position in Chevron Co. (NYSE:CVX – Free Report) by 1.5% in the first quarter, according to its most recent disclosure with the SEC. The institutional investor owned 5,818 shares of the oil and gas company’s stock after selling 88 shares during the period. Chevron accounts for about 0.6% of […]

Dixon Fnancial Services Inc. reduced its stake in Dimensional International Value ETF (NYSEARCA:DFIV – Free Report) by 1.0% during the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 1,453,013 shares of the company’s stock after selling 14,084 shares during the quarter. Dimensional International […]

Dixon Fnancial Services Inc. trimmed its stake in Amgen Inc. (NASDAQ:AMGN – Get Rating) by 3.2% during the fourth quarter, according to its most recent 13F filing with the SEC. The firm owned 1,506 shares of the medical research company’s stock after selling 50 shares during the period. Amgen comprises 0.3% of Dixon Fnancial Services […]

Dixon Fnancial Services Inc. reduced its position in Dimensional U.S. Equity ETF (NYSEARCA:DFUS – Get Rating) by 0.1% during the fourth quarter, HoldingsChannel.com reports. The firm owned 496,682 shares of the company’s stock after selling 250 shares during the period. Dimensional U.S. Equity ETF makes up 14.6% of Dixon Fnancial Services Inc.’s portfolio, making the […]