True Wealth Design LLC lessened its position in Dimensional U.S. Equity ETF (NYSEARCA:DFUS – Free Report) by 14.2% during the 4th quarter, HoldingsChannel.com reports. The fund owned 49,601 shares of the company’s stock after selling 8,208 shares during the period. Dimensional U.S. Equity ETF accounts for about 0.7% of True Wealth Design LLC’s investment portfolio, […]
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% […]
Retirement Capital Strategies decreased its stake in iShares Treasury Floating Rate Bond ETF (NYSEARCA:TFLO – Free Report) by 94.8% during the 4th quarter, HoldingsChannel.com reports. The fund owned 7,877 shares of the company’s stock after selling 143,217 shares during the period. Retirement Capital Strategies’ holdings in iShares Treasury Floating Rate Bond ETF were worth $398,000 […]
CFS Investment Advisory Services LLC lowered its stake in Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF (NYSEARCA:PDN – Free Report) by 16.1% in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 10,932 shares of the exchange traded fund’s stock after selling 2,092 […]