Clear Harbor Asset Management LLC increased its position in shares of Dimensional US Small Cap Value ETF (NYSEARCA:DFSV – Free Report) by 27.1% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 14,790 shares of the company’s stock after acquiring an additional […]

Modera Wealth Management LLC cut its holdings in Dimensional US Marketwide Value ETF (NYSEARCA:DFUV – Free Report) by 1.3% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 2,390,093 shares of the company’s stock after selling 31,737 shares […]

Trueblood Wealth Management LLC increased its holdings in shares of Capital Group Dividend Value ETF (NYSEARCA:CGDV – Free Report) by 42.8% during the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 16,401 shares of the company’s stock after acquiring an additional 4,918 shares during […]

Trueblood Wealth Management LLC grew its position in SPDR S&P 400 Mid Cap Value ETF (NYSEARCA:MDYV – Free Report) by 38.5% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 4,841 shares of the company’s stock after acquiring an additional 1,345 […]