Page 2 - Performance Advisors News Today

Capital Performance Advisors LLP cut its position in shares of Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC – Free Report) by 0.2% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 1,624,001 shares of the company’s stock after selling 3,802 shares during […]

Capital Performance Advisors LLP boosted its stake in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR – Free Report) by 9.5% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 12,671 shares of the company’s stock after purchasing an additional […]

Capital Performance Advisors LLP boosted its holdings in Dimensional U.S. Equity ETF (NYSEARCA:DFUS – Free Report) by 8.4% during the 4th quarter, HoldingsChannel reports. The institutional investor owned 157,032 shares of the company’s stock after buying an additional 12,115 shares during the quarter. Dimensional U.S. Equity ETF accounts for 3.5% of Capital Performance Advisors LLP’s […]

N.E.W. Advisory Services LLC boosted its holdings in shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 5.7% during the 4th quarter, Holdings Channel reports. The fund owned 371,177 shares of the company’s stock after buying an additional 20,060 shares during the period. Vanguard Total Stock Market ETF comprises about 10.6% of […]

Capital Performance Advisors LLP grew its holdings in Avantis Emerging Markets Equity ETF (NYSEARCA:AVEM – Free Report) by 2.3% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 11,677 shares of the company’s stock after purchasing an additional 265 shares during the quarter. […]

Capital Performance Advisors LLP raised its holdings in shares of Costco Wholesale Co. (NASDAQ:COST – Free Report) by 13.3% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 920 shares of the retailer’s stock after purchasing an additional 108 shares during the quarter. […]

Capital Performance Advisors LLP lessened its holdings in shares of The Walt Disney Company (NYSE:DIS – Free Report) by 41.3% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 3,162 shares of the entertainment giant’s stock after selling 2,229 shares during […]

Capital Performance Advisors LLP increased its position in Dimensional U.S. Equity ETF (NYSEARCA:DFUS – Free Report) by 8.4% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 157,032 shares of the company’s stock after buying an additional 12,115 shares […]

Capital Performance Advisors LLP cut its holdings in The Walt Disney Company (NYSE:DIS – Free Report) by 41.3% in the fourth quarter, Holdings Channel reports. The fund owned 3,162 shares of the entertainment giant’s stock after selling 2,229 shares during the quarter. Capital Performance Advisors LLP’s holdings in Walt Disney were worth $285,000 as of […]

Capital Performance Advisors LLP increased its holdings in Vanguard Real Estate ETF (NYSEARCA:VNQ – Free Report) by 18.8% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 4,332 shares of the exchange traded fund’s stock after purchasing an additional 687 shares during the quarter. Capital […]