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Choreo LLC cut its holdings in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT – Free Report) by 7.0% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm owned 522,237 shares of the company’s stock after selling 39,118 shares during the period. Choreo LLC owned 0.29% of Dimensional U.S. […]
Core Wealth Management Inc. decreased its position in shares of NextEra Energy, Inc. (NYSE:NEE – Free Report) by 4.3% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 14,891 shares of the utilities provider’s stock after selling 664 shares […]
Core Wealth Management Inc. lowered its position in NextEra Energy, Inc. (NYSE:NEE – Free Report) by 4.3% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund owned 14,891 shares of the utilities provider’s stock after selling 664 shares during the period. NextEra Energy accounts for 0.4% of […]
Core Wealth Management Inc. decreased its position in Alphabet Inc. (NASDAQ:GOOGL – Free Report) by 40.7% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 4,071 shares of the information services provider’s stock after selling 2,795 shares during the period. Alphabet makes […]
Geometric Wealth Advisors cut its holdings in Dimensional Emerging Markets Core Equity 2 ETF (NYSEARCA:DFEM – Free Report) by 16.8% during the 3rd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 16,554 shares of the company’s stock after selling 3,344 shares during the period. Dimensional Emerging Markets Core Equity […]