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Wealth Dimensions Group Ltd. trimmed its holdings in Invesco S&P 500 Equal Weight ETF (NYSEARCA:RSP – Get Rating) by 3.2% in the 4th quarter, HoldingsChannel reports. The fund owned 2,996 shares of the company’s stock after selling 99 shares during the quarter. Wealth Dimensions Group Ltd.’s holdings in Invesco S&P 500 Equal Weight ETF were […]
Wealth Dimensions Group Ltd. acquired a new position in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV – Get Rating) during the fourth quarter, according to its most recent 13F filing with the SEC. The firm acquired 68,214 shares of the company’s stock, valued at approximately $1,690,000. Dimensional US Small Cap Value ETF accounts for 0.7% […]
Wealth Dimensions Group Ltd. boosted its holdings in shares of JPMorgan Chase & Co. (NYSE:JPM) by 3.4% during the 4th quarter, Holdings Channel.com reports. The fund owned 6,392 shares of the financial services provider’s stock after purchasing an additional 213 shares during the period. Wealth Dimensions Group Ltd.’s holdings in JPMorgan Chase & Co. were […]
Wealth Dimensions Group Ltd. decreased its position in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO – Get Rating) by 8.7% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 1,513 shares of the company’s stock after selling 144 shares during the period. Wealth Dimensions […]
Wealth Dimensions Group Ltd. trimmed its holdings in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI – Get Rating) by 1.9% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 23,028 shares of the company’s stock after selling 443 shares during the quarter. Wealth […]