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Elevate Wealth Advisory Inc Invests $506,000 in Dimensional International Small Cap Value ETF (BATS:DISV)

Elevate Wealth Advisory Inc. bought a new stake in shares of Dimensional International Small Cap Value ETF (BATS:DISV – Free Report) during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor bought 19,639 shares of the company’s stock, valued at approximately $506,000. […]

Dimensional US Core Equity Market ETF (NYSEARCA:DFAU) Shares Sold by Intrepid Financial Planning Group LLC

Intrepid Financial Planning Group LLC decreased its position in Dimensional US Core Equity Market ETF (NYSEARCA:DFAU – Free Report) by 1.4% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 30,078 shares of the company’s stock after selling 436 shares […]

Intrepid Financial Planning Group LLC Sells 925 Shares of ARK Innovation ETF (NYSEARCA:ARKK)

Intrepid Financial Planning Group LLC reduced its position in ARK Innovation ETF (NYSEARCA:ARKK – Free Report) by 2.1% during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 43,540 shares of the company’s stock after selling 925 shares during the period. […]

Relative Value Partners Group LLC Reduces Stock Position in BRT Apartments Corp (NYSE:BRT)

Relative Value Partners Group LLC trimmed its position in BRT Apartments Corp. (NYSE:BRT – Free Report) by 18.4% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 120,675 shares of the financial services provider’s stock after selling 27,178 shares during […]

Relative Value Partners Group LLC Has $1 45 Million Stake in Meta Platforms, Inc (NASDAQ:META)

Relative Value Partners Group LLC lowered its stake in Meta Platforms, Inc. (NASDAQ:META – Free Report) by 2.4% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 4,095 shares of the social networking company’s stock after selling 102 shares during the period. Relative Value […]

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