Orion Portfolio Solutions LLC reduced its position in Dimensional US Core Equity 1 ETF (NYSEARCA:DCOR – Free Report) by 2.0% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 133,124 shares of the company’s stock after selling 2,743 shares […]
Nations Financial Group Inc. IA ADV lessened its holdings in iShares Core S&P U.S. Value ETF (NASDAQ:IUSV – Free Report) by 2.5% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 11,547 shares of the company’s stock after selling 295 shares during the period. […]
Glassman Wealth Services lifted its stake in Salesforce, Inc. (NYSE:CRM – Free Report) by 2.9% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 1,369 shares of the CRM provider’s stock after acquiring an additional 39 shares during the period. Glassman […]
Westfield Capital Management Co. LP grew its holdings in shares of Salesforce, Inc. (NYSE:CRM – Free Report) by 6.7% in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 608,116 shares of the CRM provider’s stock after purchasing an additional 37,940 shares during the quarter. […]
AWM Capital LLC decreased its holdings in shares of Avantis Emerging Markets Equity ETF (NYSEARCA:AVEM – Free Report) by 0.7% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 93,334 shares of the company’s stock after selling 702 shares during the […]