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Creative Capital Management Investments LLC Has $30.33 Million Stock Position in Dimensional World ex U.S. Core Equity 2 ETF (NYSEARCA:DFAX)

Creative Capital Management Investments LLC boosted its stake in shares of Dimensional World ex U.S. Core Equity 2 ETF (NYSEARCA:DFAX – Free Report) by 8.1% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The fund owned 1,242,039 shares of the company’s stock after purchasing an additional 93,205 shares […]

Confluence-wealth-services-inc
Modera-wealth-management
Comerica-bank
Grunden-financial-advisory-inc
Creative-capital-management-investments
Financial-symmetry-inc
Dimensional-world
Free-report
Capital-management-investments
Wealth-management
Tsymmetry-inc

Orion Capital Management LLC Has $945,000 Holdings in Dimensional US Sustainability Core 1 ETF (NYSEARCA:DFSU)

Orion Capital Management LLC lifted its holdings in Dimensional US Sustainability Core 1 ETF (NYSEARCA:DFSU – Free Report) by 2.6% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 30,368 shares of the company’s stock after acquiring an additional 773 shares during the […]

Dinuzzo-private-wealth-inc
Exchange-commission
Creative-capital-management-investments
Brighton-jones
Schwarz-dygos-wheeler-investment-advisors
Orion-capital-management
Savant-capital
Free-report
Capital-management
Nuzzo-private-wealth
Capital-management-investments

Creative Capital Management Investments LLC Has $1.03 Million Holdings in Vanguard Total Stock Market ETF (NYSEARCA:VTI)

Creative Capital Management Investments LLC cut its holdings in Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 17.6% during the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned 4,360 shares of the company’s stock after selling 931 shares during the period. Vanguard Total Stock Market ETF […]

United-states
New-york
American
Creative-capital-management-investments
Nasdaq
Vanguard-group-inc
Jpmorgan-chase-co
Vanguard-total-stock-market-index-fund
Cerity-partners
International-assets-investment-management
Us-bancorp

McDonald's Co. (NYSE:MCD) Shares Sold by Creative Capital Management Investments LLC

Creative Capital Management Investments LLC cut its holdings in shares of McDonald’s Co. (NYSE:MCD – Free Report) by 6.2% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 777 shares of the fast-food giant’s stock after selling 51 shares during the period. Creative […]

United-states
Josephm-erlinger
Stifel-nicolaus
Keener-financial-planning
Exchange-commission
Bear-mountain-capital-inc
Mendota-financial-group
Blue-bell-private-wealth-management
Mcdonald-corporation
Citigroup
Mcdonald-co
Creative-capital-management-investments

Commonwealth Equity Services LLC Purchases 73,356 Shares of Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC)

Commonwealth Equity Services LLC raised its position in shares of Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC – Free Report) by 0.7% in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 10,197,855 shares of the company’s stock after purchasing an additional 73,356 […]

Johnson-financial-group
Securities-exchange-commission
Great-valley-advisor-group-inc
Commonwealth-equity-services
Company-profile
Fiducient-advisors
Dinuzzo-private-wealth-inc
Creative-capital-management-investments
Free-report
Equity-services
Financial-group

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