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Addison Advisors LLC Increases Holdings in Dimensional US Sustainability Core 1 ETF (NYSEARCA:DFSU)

Addison Advisors LLC raised its stake in Dimensional US Sustainability Core 1 ETF (NYSEARCA:DFSU – Free Report) by 271.7% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 50,823 shares of the company’s stock after buying an additional 37,150 shares during […]

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iShares TIPS Bond ETF (NYSEARCA:TIP) Stock Position Decreased by MGO Private Wealth LLC

MGO Private Wealth LLC lowered its holdings in iShares TIPS Bond ETF (NYSEARCA:TIP – Free Report) by 32.0% during the fourth quarter, HoldingsChannel.com reports. The fund owned 3,250 shares of the exchange traded fund’s stock after selling 1,527 shares during the period. MGO Private Wealth LLC’s holdings in iShares TIPS Bond ETF were worth $349,000 […]

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iShares TIPS Bond ETF (NYSEARCA:TIP) Shares Sold by Atria Wealth Solutions Inc.

iShares TIPS Bond ETF (NYSEARCA:TIP) Shares Sold by Atria Wealth Solutions Inc.
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RWA Wealth Partners LLC Increases Holdings in iShares TIPS Bond ETF (NYSEARCA:TIP)

RWA Wealth Partners LLC boosted its holdings in shares of iShares TIPS Bond ETF (NYSEARCA:TIP – Free Report) by 395.0% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 18,036 shares of the exchange traded fund’s stock after purchasing an additional […]

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PDS Planning Inc Acquires New Holdings in Dimensional U.S. Equity ETF (NYSEARCA:DFUS)

PDS Planning Inc Acquires New Holdings in Dimensional U.S. Equity ETF (NYSEARCA:DFUS)
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Meritas-wealth-management , Pds-planning-inc , Advisornet-financial-inc , Atlantic-union-bankshares-corp , Shaughnessy-asset-management , Exchange-commission , Free-report , Wealth-management , Union-bankshares-corp , Net-financial-inc ,

Fortinet (NASDAQ:FTNT) PT Lowered to $70.00

Fortinet (NASDAQ:FTNT) PT Lowered to $70.00
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iShares TIPS Bond ETF (NYSEARCA:TIP) Position Cut by Matson Money. Inc.

iShares TIPS Bond ETF (NYSEARCA:TIP) Position Cut by Matson Money. Inc.
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HTG Investment Advisors Inc. Trims Stock Position in Dimensional U.S. Equity ETF (NYSEARCA:DFUS)

HTG Investment Advisors Inc. lessened its holdings in Dimensional U.S. Equity ETF (NYSEARCA:DFUS – Free Report) by 0.3% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 60,058 shares of the company’s stock after selling 200 shares during the period. Dimensional U.S. Equity […]

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Pinnacle Bancorp Inc. Cuts Stake in iShares TIPS Bond ETF (NYSEARCA:TIP)

Pinnacle Bancorp Inc. decreased its holdings in iShares TIPS Bond ETF (NYSEARCA:TIP – Free Report) by 26.4% in the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 2,238 shares of the exchange traded fund’s stock after selling 804 shares during the period. Pinnacle Bancorp Inc.’s holdings in […]

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RFG Advisory LLC Buys 9,239 Shares of Vanguard Total International Bond ETF (NASDAQ:BNDX)

RFG Advisory LLC lifted its stake in Vanguard Total International Bond ETF (NASDAQ:BNDX – Free Report) by 9.0% during the 4th quarter, Holdings Channel reports. The institutional investor owned 112,228 shares of the company’s stock after purchasing an additional 9,239 shares during the quarter. RFG Advisory LLC’s holdings in Vanguard Total International Bond ETF were […]

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