U.S. Capital Wealth Advisors LLC raised its position in shares of Dimensional US Core Equity Market ETF (NYSEARCA:DFAU – Free Report) by 3.8% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 208,200 shares of the company’s stock after buying an […]
Envision Financial Planning LLC Invests $219,000 in Dimensional Emerging Markets High Profitability ETF (NYSEARCA:DEHP) theenterpriseleader.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from theenterpriseleader.com Daily Mail and Mail on Sunday newspapers.
Envision Financial Planning LLC lifted its position in Dimensional US Large Cap Value ETF (NYSEARCA:DFLV – Free Report) by 9.4% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 63,647 shares of the company’s stock after acquiring an additional 5,472 […]
Envision Financial Planning LLC acquired a new stake in shares of Capital Group Dividend Value ETF (NYSEARCA:CGDV – Free Report) during the fourth quarter, HoldingsChannel reports. The firm acquired 10,493 shares of the company’s stock, valued at approximately $313,000. Capital Group Dividend Value ETF accounts for 0.3% of Envision Financial Planning LLC’s holdings, making the […]
Envision Financial Planning LLC raised its position in shares of Dimensional US High Profitability ETF (NYSEARCA:DUHP – Free Report) by 20.9% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 114,069 shares of the company’s stock after acquiring an additional 19,691 shares […]