Litman Gregory Wealth Management LLC purchased a new stake in Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS – Free Report) during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm purchased 6,770 shares of the company’s stock, valued at approximately $404,000. Several other large […]
Litman Gregory Wealth Management LLC acquired a new position in shares of Nuveen ESG Small-Cap ETF (BATS:NUSC – Free Report) during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor acquired 5,273 shares of the company’s stock, valued at approximately $206,000. A number of other large […]
Litman Gregory Wealth Management LLC raised its holdings in Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Free Report) by 2.2% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 1,378,667 shares of the company’s stock after purchasing an additional 30,308 shares during the […]
Litman Gregory Wealth Management LLC grew its position in Nuveen ESG U.S. Aggregate Bond ETF (NYSEARCA:NUBD – Free Report) by 19.7% in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 44,276 shares of the company’s stock after buying an additional 7,285 shares during the period. […]
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