Creative Planning grew its stake in Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS – Free Report) by 9.3% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 10,700,799 shares of the company’s stock after purchasing an additional 910,252 shares during the quarter. Dimensional […]
American Investment Services Inc. lifted its holdings in Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS – Free Report) by 8.0% in the 4th quarter, according to its most recent 13F filing with the SEC. The firm owned 179,951 shares of the company’s stock after purchasing an additional 13,347 shares during the quarter. Dimensional U.S. Small Cap […]
United Services Automobile Association boosted its holdings in PayPal Holdings, Inc. (NASDAQ:PYPL – Free Report) by 10.1% in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 32,640 shares of the credit services provider’s stock after purchasing an additional 2,997 shares during the quarter. United […]
Douglass Winthrop Advisors LLC raised its stake in shares of Morgan Stanley (NYSE:MS – Free Report) by 5.7% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The fund owned 6,519 shares of the financial services provider’s stock after purchasing an additional 353 shares during the period. Douglass Winthrop […]
Beta Wealth Group Inc. bought a new stake in JPMorgan Municipal ETF (BATS:JMUB – Free Report) in the 4th quarter, according to its most recent filing with the SEC. The fund bought 192,185 shares of the company’s stock, valued at approximately $9,794,000. JPMorgan Municipal ETF accounts for 5.1% of Beta Wealth Group Inc.’s investment portfolio, […]