Retirement Capital Strategies purchased a new position in Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC – Free Report) in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor purchased 7,114 shares of the company’s stock, valued at approximately $208,000. Other institutional investors have also added […]
Personal CFO Solutions LLC boosted its holdings in CVS Health Co. (NYSE:CVS – Free Report) by 24.0% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 24,001 shares of the pharmacy operator’s stock after buying an additional 4,646 shares during the quarter. Personal CFO […]
Client 1ST Advisory Group LLC grew its stake in shares of Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD – Free Report) by 54.8% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 209,354 shares of the company’s stock after buying an additional 74,136 […]
Client 1ST Advisory Group LLC grew its stake in shares of Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD – Free Report) by 54.8% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 209,354 shares of the company’s stock after buying an additional 74,136 […]
Bollard Group LLC raised its stake in shares of American Electric Power Company, Inc. (NASDAQ:AEP – Free Report) by 10.8% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 514,204 shares of the company’s stock after buying an additional 49,986 shares during the quarter. […]