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April 27, 2023
Glass Jacobson Investment Advisors llc purchased a new stake in shares of Dimensional US Marketwide Value ETF (NYSEARCA:DFUV – Get Rating) during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor purchased 72,159 shares of the company’s stock, valued at approximately $2,416,000. Dimensional […]
April 25, 2023
Capital Performance Advisors LLP boosted its position in Vanguard Intermediate-Term Bond ETF (NYSEARCA:BIV – Get Rating) by 2.9% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 20,521 shares of the company’s stock after purchasing an additional 588 shares during the quarter. […]
April 25, 2023
Capital Performance Advisors LLP increased its holdings in shares of Dimensional International Value ETF (NYSEARCA:DFIV – Get Rating) by 1.9% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 546,177 shares of the company’s stock after acquiring an additional 9,966 shares during the […]
April 25, 2023
Capital Performance Advisors LLP trimmed its stake in iShares MSCI EAFE ETF (NYSEARCA:EFA – Get Rating) by 12.2% during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 3,227 shares of the exchange traded fund’s stock after selling 450 shares during the quarter. Capital Performance Advisors […]
April 25, 2023
Capital Performance Advisors LLP lowered its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV – Get Rating) by 0.7% during the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 24,862 shares of the company’s stock after selling 172 shares during the period. iShares Core S&P 500 […]
April 25, 2023
Capital Performance Advisors LLP boosted its holdings in shares of Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS – Get Rating) by 1.4% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 144,531 shares of the company’s stock after buying an additional […]
April 25, 2023
Capital Performance Advisors LLP decreased its holdings in Avantis Emerging Markets Equity ETF (NYSEARCA:AVEM – Get Rating) by 21.2% in the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 10,815 shares of the company’s stock after selling 2,914 shares during the period. Avantis Emerging Markets Equity ETF […]
April 25, 2023
Wolff Financial Management LLC lessened its position in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR – Get Rating) by 51.8% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 24,675 shares of the company’s stock after selling 26,547 shares during the quarter. […]
April 25, 2023
Keb Asset Management LLC lowered its holdings in Vanguard Total Stock Market ETF (NYSEARCA:VTI – Get Rating) by 21.6% in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 5,297 shares of the company’s stock after selling 1,462 shares during the period. Vanguard Total Stock […]
April 25, 2023
Greenwich Wealth Management LLC increased its position in McDonald’s Co. (NYSE:MCD – Get Rating) by 2.5% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 2,366 shares of the fast-food giant’s stock after buying an additional 57 shares during the […]