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Freedom Investment Management Inc. Makes New $6.08 Million Investment in Dimensional U.S. Equity ETF (NYSEARCA:DFUS)

Freedom Investment Management Inc. purchased a new position in Dimensional U.S. Equity ETF (NYSEARCA:DFUS – Free Report) during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm purchased 117,238 shares of the company’s stock, valued at approximately $6,076,000. Freedom Investment Management Inc. owned about 0.08% […] ....

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Wescott Financial Advisory Group LLC Invests $205,000 in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV)

Wescott Financial Advisory Group LLC bought a new position in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV – Free Report) in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor bought 2,928 shares of the company’s stock, valued at approximately $205,000. Several other […] ....

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Sculati Wealth Management LLC Has $4.34 Million Stake in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV)

Sculati Wealth Management LLC raised its stake in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV – Free Report) by 1.5% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 61,934 shares of the company’s stock after purchasing an additional 904 shares during the […] ....

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Dimensional US Large Cap Value ETF (NYSEARCA:DFLV) Shares Bought by Zhang Financial LLC

Zhang Financial LLC boosted its stake in shares of Dimensional US Large Cap Value ETF (NYSEARCA:DFLV – Free Report) by 3.3% during the 1st quarter, according to its most recent filing with the SEC. The firm owned 31,252 shares of the company’s stock after purchasing an additional 1,008 shares during the period. Zhang Financial LLC […] ....

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Dimensional U.S. Equity ETF (NYSEARCA:DFUS) Stock Position Decreased by Sand Hill Global Advisors LLC

Sand Hill Global Advisors LLC lowered its holdings in Dimensional U.S. Equity ETF (NYSEARCA:DFUS – Free Report) by 0.4% during the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 75,604 shares of the company’s stock after selling 287 shares during the period. Sand Hill […] ....

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