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Joseph Group Capital Management boosted its position in shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV – Free Report) by 4.2% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 28,456 shares of the company’s stock after acquiring an additional 1,158 shares […] ....
Intrepid Financial Planning Group LLC decreased its position in Dimensional US Core Equity Market ETF (NYSEARCA:DFAU – Free Report) by 1.4% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 30,078 shares of the company’s stock after selling 436 shares […] ....
Beacon Bridge Wealth Partners LLC decreased its holdings in Vanguard Russell 2000 ETF (NASDAQ:VTWO – Free Report) by 6.9% in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 32,718 shares of the company’s stock after selling 2,430 shares during the quarter. Vanguard Russell 2000 […] ....
Legacy Financial Group Inc. lifted its position in Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS – Free Report) by 4.1% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 24,801 shares of the company’s stock after purchasing an additional 984 shares during the quarter. Dimensional […] ....
Adero Partners LLC lifted its stake in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 18.8% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 4,337 shares of the exchange traded fund’s stock after buying an additional 686 […] ....