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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 […]

Vanguard Mid-Cap Value ETF (NYSEARCA:VOE) Stake Cut by Nations Financial Group Inc IA ADV

Nations Financial Group Inc. IA ADV cut its position in shares of Vanguard Mid-Cap Value ETF (NYSEARCA:VOE – Free Report) by 35.5% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 10,020 shares of the company’s stock after selling 5,511 shares during the quarter. […]

Cassady Schiller Wealth Management LLC Boosts Stock Position in Vanguard Mid-Cap Value ETF (NYSEARCA:VOE)

Cassady Schiller Wealth Management LLC lifted its holdings in Vanguard Mid-Cap Value ETF (NYSEARCA:VOE – Free Report) by 3.6% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm owned 34,073 shares of the company’s stock after purchasing an additional 1,177 shares during the period. Vanguard Mid-Cap Value […]

Vanguard Mid-Cap Value ETF (NYSEARCA:VOE) Stake Boosted by D A Davidson & CO

D.A. Davidson & CO. grew its stake in shares of Vanguard Mid-Cap Value ETF (NYSEARCA:VOE – Free Report) by 0.7% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 59,675 shares of the company’s stock after purchasing an additional 419 shares during the […]

Private Wealth Management Group LLC Takes Position in iShares Global REIT ETF (NYSEARCA:REET)

Private Wealth Management Group LLC acquired a new position in iShares Global REIT ETF (NYSEARCA:REET – Free Report) during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 58,777 shares of the company’s stock, valued at approximately $1,421,000. iShares Global […]

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