Personal CFO Solutions LLC boosted its stake in shares of iShares Russell 1000 Value ETF (NYSEARCA:IWD – Free Report) by 42.0% in the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned 8,574 shares of the exchange traded fund’s stock after acquiring an additional 2,536 shares during the period. […]
Oppenheimer & Co. Inc. raised its position in shares of iShares Russell 1000 Value ETF (NYSEARCA:IWD – Free Report) by 6.2% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 51,047 shares of the exchange traded fund’s stock after purchasing an […]
Cypress Point Wealth Management LLC lowered its position in shares of Dimensional US Core Equity Market ETF (NYSEARCA:DFAU – Free Report) by 15.2% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm owned 90,468 shares of the company’s stock after selling 16,189 shares during the quarter. […]
Dixon Fnancial Services Inc. trimmed its position in Chevron Co. (NYSE:CVX – Free Report) by 1.5% in the first quarter, according to its most recent disclosure with the SEC. The institutional investor owned 5,818 shares of the oil and gas company’s stock after selling 88 shares during the period. Chevron accounts for about 0.6% of […]
Dixon Fnancial Services Inc. reduced its stake in Dimensional International Value ETF (NYSEARCA:DFIV – Free Report) by 1.0% during the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 1,453,013 shares of the company’s stock after selling 14,084 shares during the quarter. Dimensional International […]