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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. […] ....

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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 […] ....

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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. […] ....

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Relative Value Partners Group LLC Has $6.33 Million Stock Position in iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV)

Relative Value Partners Group LLC cut its stake in shares of iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV – Free Report) by 8.7% in the 4th quarter, HoldingsChannel.com reports. The firm owned 63,153 shares of the company’s stock after selling 6,007 shares during the quarter. Relative Value Partners Group LLC’s holdings in iShares 0-3 Month […] ....

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Relative Value Partners Group LLC Purchases 176,808 Shares of Dimensional US Core Equity Market ETF (NYSEARCA:DFAU)

Relative Value Partners Group LLC raised its stake in Dimensional US Core Equity Market ETF (NYSEARCA:DFAU – Free Report) by 210.4% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 260,823 shares of the company’s stock after buying an additional 176,808 shares during the […] ....

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