Heron Financial Group LLC decreased its holdings in Dimensional U.S. Equity ETF (NYSEARCA:DFUS – Free Report) by 4.8% during the 1st quarter, according to its most recent disclosure with the SEC. The firm owned 8,859 shares of the company’s stock after selling 450 shares during the period. Heron Financial Group LLC’s holdings in Dimensional U.S. […]
OLIO Financial Planning increased its position in Dimensional U.S. Equity ETF (NYSEARCA:DFUS – Get Rating) by 16.8% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 131,277 shares of the company’s stock after acquiring an additional 18,888 shares during the quarter. Dimensional U.S. […]
CRA Financial Services LLC lowered its position in shares of Dimensional U.S. Equity ETF (NYSEARCA:DFUS – Get Rating) by 5.2% in the first quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 15,868 shares of the company’s stock after selling 878 shares during the […]
Heritage Wealth Management Inc. Texas purchased a new stake in shares of Apple Inc. (NASDAQ:AAPL – Get Rating) during the fourth quarter, Holdings Channel reports. The institutional investor purchased 5,199 shares of the iPhone maker’s stock, valued at approximately $676,000. Apple makes up approximately 0.7% of Heritage Wealth Management Inc. Texas’ portfolio, making the stock […]
Leading Edge Financial Planning LLC purchased a new stake in Vanguard Total International Bond ETF (NASDAQ:BNDX – Get Rating) during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm purchased 5,093 shares of the company’s stock, valued at approximately $242,000. A number of other […]