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Creative Planning Purchases 534,891 Shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT)

Creative Planning raised its position in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT – Free Report) by 4.1% in the fourth quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 13,638,740 shares of the company’s stock after purchasing an additional 534,891 shares during the quarter. Dimensional […] ....

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239,035 Shares in TXO Partners, L.P. (NYSE:TXO) Bought by Pin Oak Investment Advisors Inc.

Pin Oak Investment Advisors Inc. acquired a new position in shares of TXO Partners, L.P. (NYSE:TXO – Free Report) during the 4th quarter, Holdings Channel.com reports. The firm acquired 239,035 shares of the company’s stock, valued at approximately $4,346,000. TXO Partners makes up 4.4% of Pin Oak Investment Advisors Inc.’s portfolio, making the stock its […] ....

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Pin Oak Investment Advisors Inc. Acquires Shares of 239,035 TXO Partners, L.P. (NYSE:TXO)

Pin Oak Investment Advisors Inc. acquired a new stake in shares of TXO Partners, L.P. (NYSE:TXO – Free Report) in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm acquired 239,035 shares of the company’s stock, valued at approximately $4,346,000. TXO Partners makes […] ....

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CFS Investment Advisory Services LLC Sells 2,092 Shares of Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF (NYSEARCA:PDN)

CFS Investment Advisory Services LLC lowered its stake in Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF (NYSEARCA:PDN – Free Report) by 16.1% in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 10,932 shares of the exchange traded fund’s stock after selling 2,092 […] ....

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American Investment Services Inc. Has $1.43 Million Stake in iShares S&P 500 Growth ETF (NYSEARCA:IVW)

American Investment Services Inc. cut its holdings in iShares S&P 500 Growth ETF (NYSEARCA:IVW – Free Report) by 1.4% in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 18,975 shares of the company’s stock after selling 270 shares during the quarter. American […] ....

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