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Ruedi Wealth Management Inc Purchases 12,590 Shares of Dimensional U S Targeted Value ETF (NYSEARCA:DFAT)

Ruedi Wealth Management Inc. increased its position in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT – Free Report) by 6.3% in the 3rd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 210,977 shares of the company’s stock after purchasing an additional 12,590 shares during the quarter. Dimensional U.S. […]

Dimensional International Core Equity Market ETF (NYSEARCA:DFAI) Position Increased by PBMares Wealth Management LLC

PBMares Wealth Management LLC grew its holdings in Dimensional International Core Equity Market ETF (NYSEARCA:DFAI – Free Report) by 24.5% during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 202,270 shares of the company’s stock after purchasing an additional 39,817 shares during the period. […]

Verdence Capital Advisors LLC Grows Position in Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB)

Verdence Capital Advisors LLC Grows Position in Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB)
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Stone Point Wealth LLC Decreases Holdings in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

Stone Point Wealth LLC decreased its holdings in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 1.2% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 32,370 shares of the exchange traded fund’s stock after selling 409 shares during […]

Stone Point Wealth LLC Increases Stock Holdings in Amgen Inc (NASDAQ:AMGN)

Stone Point Wealth LLC increased its holdings in Amgen Inc. (NASDAQ:AMGN – Free Report) by 5.4% during the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 1,851 shares of the medical research company’s stock after buying an additional 95 shares during the period. Stone […]

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