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, […]
Vivaldi Capital Management LP raised its stake in shares of Vanguard Total World Stock ETF (NYSEARCA:VT – Free Report) by 89.3% in the 4th quarter, HoldingsChannel reports. The firm owned 14,796 shares of the exchange traded fund’s stock after purchasing an additional 6,978 shares during the period. Vivaldi Capital Management LP’s holdings in Vanguard Total […]
LM Advisors LLC purchased a new position in shares of iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH – Free Report) during the 4th quarter, HoldingsChannel reports. The institutional investor purchased 3,460 shares of the company’s stock, valued at approximately $959,000. Other institutional investors and hedge funds have also added to or reduced their stakes in the […]
Pathstone Holdings LLC acquired a new stake in Dimensional International Core Equity 2 ETF (BATS:DFIC – Free Report) in the 4th quarter, Holdings Channel reports. The firm acquired 3,715,095 shares of the company’s stock, valued at approximately $94,850,000. Other hedge funds also recently modified their holdings of the company. Elevate Wealth Advisory Inc. purchased a […]
Continuum Advisory LLC boosted its stake in iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH – Free Report) by 5.6% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 9,814 shares of the company’s stock after purchasing an additional 518 shares during the […]