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6,519 Shares in Dimensional U S Equity ETF (NYSEARCA:DFUS) Bought by Penobscot Wealth Management

6,519 Shares in Dimensional U S Equity ETF (NYSEARCA:DFUS) Bought by Penobscot Wealth Management
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Glass Jacobson Investment Advisors llc Purchases 3,850 Shares of Dimensional World ex U S Core Equity 2 ETF (NYSEARCA:DFAX)

Glass Jacobson Investment Advisors llc lifted its stake in Dimensional World ex U.S. Core Equity 2 ETF (NYSEARCA:DFAX – Free Report) by 11.5% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 37,459 shares of the company’s stock after acquiring an additional […]

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Schwab U S Mid-Cap ETF (NYSEARCA:SCHM) Shares Sold by Great Waters Wealth Management

Great Waters Wealth Management lessened its stake in shares of Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM – Free Report) by 21.5% during the fourth quarter, Holdings Channel.com reports. The fund owned 13,890 shares of the company’s stock after selling 3,801 shares during the period. Great Waters Wealth Management’s holdings in Schwab U.S. Mid-Cap ETF were worth […]

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Great Waters Wealth Management Has $625,000 Stock Holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Great Waters Wealth Management grew its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 1.7% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 1,326 shares of the company’s stock after purchasing an additional 22 shares during the […]

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Great Waters Wealth Management Sells 41 Shares of The Home Depot, Inc (NYSE:HD)

Great Waters Wealth Management Sells 41 Shares of The Home Depot, Inc (NYSE:HD)
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