SageView Advisory Group LLC boosted its position in shares of Dimensional Inflation-Protected Securities ETF (NYSEARCA:DFIP – Free Report) by 2.0% during the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 33,086 shares of the company’s stock after purchasing an additional 643 shares during […]
Perfromance Wealth Partners LLC decreased its holdings in Microsoft Co. (NASDAQ:MSFT – Free Report) by 0.6% during the 1st quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 418,398 shares of the software giant’s stock after selling 2,433 shares during the quarter. Microsoft accounts for approximately 6.2% […]
Mount Vernon Associates Inc. MD decreased its position in Microsoft Co. (NASDAQ:MSFT – Free Report) by 3.9% during the first quarter, Holdings Channel.com reports. The fund owned 22,142 shares of the software giant’s stock after selling 895 shares during the quarter. Microsoft accounts for approximately 7.5% of Mount Vernon Associates Inc. MD’s investment portfolio, making […]
Willow Creek Wealth Management Inc. lifted its holdings in shares of Dimensional International Sustainability Core 1 ETF (NYSEARCA:DFSI – Free Report) by 49.5% during the first quarter, HoldingsChannel.com reports. The fund owned 37,769 shares of the company’s stock after purchasing an additional 12,513 shares during the quarter. Willow Creek Wealth Management Inc.’s holdings in Dimensional […]
Green Square Capital Advisors LLC lifted its position in shares of Microsoft Co. (NASDAQ:MSFT – Free Report) by 3.2% in the first quarter, according to its most recent disclosure with the SEC. The institutional investor owned 13,515 shares of the software giant’s stock after buying an additional 424 shares during the quarter. Microsoft comprises 0.5% […]