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Sumitomo Mitsui Financial Group Inc. Has $121.77 Million Stock Position in iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU)

Sumitomo Mitsui Financial Group Inc. Has $121.77 Million Stock Position in iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU)
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United-states , Ep-wealth-advisors , Baystate-wealth-management , Blackrock , Exchange-commission , Pioneer-wealth-management-group , Concorde-asset-management , Sumitomo-mitsui-financial-group-inc , Sumitomo-mitsui-financial-group , Free-report , Mitsui-financial-group

Citizens Financial Group Inc. RI Lowers Holdings in iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU)

Citizens Financial Group Inc. RI Lowers Holdings in iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU)
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United-states , Baystate-wealth-management , Company-profile , Pioneer-wealth-management-group , Ep-wealth-advisors , Concorde-asset-management , Citizens-financial-group-inc , Blackrock , Exchange-commission , Citizens-financial-group , Free-report

Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) Shares Sold by 1900 Wealth Management LLC

1900 Wealth Management LLC trimmed its stake in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT – Free Report) by 5.8% during the fourth quarter, HoldingsChannel.com reports. The fund owned 106,829 shares of the company’s stock after selling 6,556 shares during the period. 1900 Wealth Management LLC’s holdings in Dimensional U.S. Targeted Value ETF were worth $5,590,000 […]

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Sandy Spring Bank Acquires 40,160 Shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT)

Sandy Spring Bank Acquires 40,160 Shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT)
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Pioneer-wealth-management-group , Hb-wealth-management , Exchange-commission , Confluence-wealth-services-inc , Sandy-spring-bank , Free-report , Spring-bank , Wealth-management-group , Wealth-services , Capital-management , Visit-holdingschannel

Vision Capital Management Inc. Makes New $325,000 Investment in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT)

Vision Capital Management Inc. bought a new position in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT – Free Report) in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor bought 6,203 shares of the company’s stock, valued at approximately $325,000. […]

Exchange-commission , Morris-financial-concepts-inc , Pathstone-family-office , Vision-capital-management-inc , Pioneer-wealth-management-group , Rise-advisors , Alphacore-capital , Vision-capital-management , Free-report , Wealth-management-group , Family-office

RTD Financial Advisors Inc. Boosts Stake in iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU)

RTD Financial Advisors Inc. Boosts Stake in iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU)
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United-states , Morningstar-investment-services , Ep-wealth-advisors , Blackrock , Financial-advisors-inc , Rtd-financial-advisors-inc , Wealth-management , Pioneer-wealth-management-group , Company-profile , Nasdaq , Concorde-asset-management

Fiduciary Alliance LLC Reduces Stock Holdings in iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU)

Fiduciary Alliance LLC Reduces Stock Holdings in iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU)
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United-states , Ep-wealth-advisors , Pioneer-wealth-management-group , Concorde-asset-management , Blackrock , Wealth-management , Morningstar-investment-services , Fiduciary-alliance , Free-report , Investment-services , Asset-management

Savant Capital LLC Invests $1.39 Million in Dimensional International Core Equity Market ETF (NYSEARCA:DFAI)

Savant Capital LLC Invests $1.39 Million in Dimensional International Core Equity Market ETF (NYSEARCA:DFAI)
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United-states , Wilbanks-smith-thomas-asset-management , Schwarz-dygos-wheeler-investment-advisors , Dimensional-international-core-equity-market , Holdings-channel , Pioneer-wealth-management-group , Fermata-advisors , Quarter-for-dimensional-international-core-equity-market , Savant-capital , Free-report , Wealth-management-group

Savant Capital LLC Has $46.97 Million Position in Vanguard FTSE All-World ex-US ETF (NYSEARCA:VEU)

Savant Capital LLC lowered its position in shares of Vanguard FTSE All-World ex-US ETF (NYSEARCA:VEU – Free Report) by 3.1% in the third quarter, according to the company in its most recent disclosure with the SEC. The firm owned 905,544 shares of the company’s stock after selling 28,641 shares during the quarter. Vanguard FTSE All-World […]

Washington , United-states , Us-index-fund , Great-valley-advisor-group-inc , Pioneer-wealth-management-group , Fermata-advisors , Fort-washington-investment-advisors-inc , Savant-capital , Free-report , Valley-advisor-group , Wealth-financial-partners

Accredited Investors Inc. Lowers Holdings in iShares ESG Aware MSCI EAFE ETF (NASDAQ:ESGD)

Accredited Investors Inc. decreased its stake in iShares ESG Aware MSCI EAFE ETF (NASDAQ:ESGD – Free Report) by 5.9% during the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 54,637 shares of the company’s stock after selling 3,453 shares during the quarter. Accredited Investors Inc. owned […]

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