Elevate Wealth Advisory Inc. acquired a new stake in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT – Free Report) in the 4th quarter, according to the company in its most recent filing with the SEC. The fund acquired 41,472 shares of the company’s stock, valued at approximately $2,170,000. Dimensional U.S. Targeted Value ETF comprises approximately 2.0% […]
Cladis Investment Advisory LLC lowered its holdings in The Walt Disney Company (NYSE:DIS – Free Report) by 7.5% during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 19,549 shares of the entertainment giant’s stock after selling 1,580 shares during the period. […]
Cladis Investment Advisory LLC reduced its position in Meta Platforms, Inc. (NASDAQ:META – Free Report) by 65.0% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 3,760 shares of the social networking company’s stock after selling 6,995 shares during […]
Vermillion & White Wealth Management Group LLC acquired a new position in shares of Johnson & Johnson (NYSE:JNJ – Free Report) in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor acquired 283 shares of the company’s stock, valued at approximately $44,000. A number of […]
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