U.S. Capital Wealth Advisors LLC boosted its stake in Dimensional US Core Equity Market ETF (NYSEARCA:DFAU – Free Report) by 0.7% in the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 213,399 shares of the company’s stock after acquiring an additional 1,553 […]

Resonant Capital Advisors LLC decreased its holdings in Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS – Free Report) by 0.8% during the third quarter, Holdings Channel.com reports. The firm owned 32,627 shares of the company’s stock after selling 248 shares during the period. Resonant Capital Advisors LLC’s holdings in Dimensional U.S. Small Cap ETF were worth […]

Resonant Capital Advisors LLC lifted its stake in iShares National Muni Bond ETF (NYSEARCA:MUB – Free Report) by 3.3% in the third quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 114,866 shares of the exchange traded fund’s stock after purchasing an additional 3,675 shares during the […]

Waypoint Capital Advisors LLC decreased its position in shares of Schwab Emerging Markets Equity ETF (NYSEARCA:SCHE – Free Report) by 2.1% during the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 34,141 shares of the company’s stock after selling 746 shares during the period. […]

Waypoint Capital Advisors LLC reduced its position in Schwab U.S. REIT ETF (NYSEARCA:SCHH – Free Report) by 7.2% in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 82,690 shares of the company’s stock after selling 6,381 shares during the period. Waypoint Capital Advisors […]

Waypoint Capital Advisors LLC lowered its position in Dimensional US High Profitability ETF (NYSEARCA:DUHP – Free Report) by 23.2% in the 3rd quarter, according to the company in its most recent filing with the SEC. The fund owned 216,860 shares of the company’s stock after selling 65,641 shares during the quarter. Dimensional US High Profitability […]

Waypoint Capital Advisors LLC lessened its stake in shares of Avantis Real Estate ETF (NYSEARCA:AVRE – Free Report) by 26.0% during the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 65,393 shares of the company’s stock after selling 22,986 shares during the period. […]