Beta Wealth Group Inc. increased its holdings in shares of Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS – Free Report) by 1.4% in the fourth quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 14,619 shares of the company’s stock after purchasing an additional 204 shares during the […]
Brogan Financial Inc. bought a new position in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) in the 4th quarter, HoldingsChannel.com reports. The institutional investor bought 2,151 shares of the exchange traded fund’s stock, valued at approximately $233,000. Other large investors have also bought and sold shares of the company. Bruce G. […]
Evermay Wealth Management LLC increased its position in shares of Schwab Short-Term U.S. Treasury ETF (NYSEARCA:SCHO – Free Report) by 87.1% in the 4th quarter, HoldingsChannel reports. The firm owned 618,802 shares of the company’s stock after purchasing an additional 288,038 shares during the period. Schwab Short-Term U.S. Treasury ETF comprises approximately 5.5% of Evermay […]
Beta Wealth Group Inc. lifted its stake in Fidelity Total Bond ETF (NYSEARCA:FBND – Free Report) by 16.4% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 349,599 shares of the company’s stock after buying an additional 49,305 shares during the period. […]
Brogan Financial Inc. purchased a new position in shares of iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH – Free Report) in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund purchased 1,138 shares of the company’s stock, valued at approximately $316,000. Other hedge funds and […]
AWM Capital LLC increased its position in Dimensional US Core Equity Market ETF (NYSEARCA:DFAU – Free Report) by 7.7% in the 4th quarter, according to the company in its most recent filing with the SEC. The fund owned 538,534 shares of the company’s stock after acquiring an additional 38,371 shares during the quarter. Dimensional US […]
Keystone Financial Group lessened its position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 9.0% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 22,532 shares of the exchange traded fund’s stock after selling 2,217 shares during the period. Keystone Financial Group’s […]
Crewe Advisors LLC lifted its holdings in shares of Schwab U.S. TIPS ETF (NYSEARCA:SCHP – Free Report) by 295.7% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 930 shares of the company’s stock after buying an additional 695 shares during […]
Keystone Financial Group lifted its position in shares of Vanguard Small-Cap ETF (NYSEARCA:VB – Free Report) by 1.5% during the fourth quarter, Holdings Channel.com reports. The firm owned 17,058 shares of the company’s stock after buying an additional 258 shares during the quarter. Keystone Financial Group’s holdings in Vanguard Small-Cap ETF were worth $3,639,000 as […]
Hilltop Holdings Inc. boosted its position in shares of JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI – Free Report) by 2.7% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 58,032 shares of the company’s stock after buying an additional 1,510 shares during the quarter. […]
Primecap Management Co. CA decreased its holdings in Micron Technology, Inc. (NASDAQ:MU – Free Report) by 0.4% in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 37,491,511 shares of the semiconductor manufacturer’s stock after selling 147,390 shares during the quarter. Micron Technology accounts […]
Hohimer Wealth Management LLC boosted its holdings in Vanguard Growth ETF (NYSEARCA:VUG – Free Report) by 6.8% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 31,623 shares of the company’s stock after acquiring an additional 2,007 shares during the quarter. Vanguard Growth ETF comprises […]