Chico Wealth RIA Buys New Position in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT)
Chico Wealth RIA purchased a new position in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT – Free Report) during the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm purchased 4,358 shares of the company’s stock, valued at approximately $237,000. Dimensional U.S. Targeted Value ETF comprises approximately […]
More Stories
Envestnet Portfolio Solutions Inc. Has $3.89 Million Position in Citigroup Inc. (NYSE:C)
Envestnet Portfolio Solutions Inc. cut its holdings in Citigroup Inc. (NYSE:C – Free Report) by 26.1% in the 1st quarter,...
Schwab US Large-Cap ETF (NYSEARCA:SCHX) Shares Sold by Kingswood Wealth Advisors LLC
Kingswood Wealth Advisors LLC cut its holdings in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX – Free Report) by 22.2%...
Blue Trust Inc. Raises Stock Holdings in Boston Scientific Corporation (NYSE:BSX)
Blue Trust Inc. boosted its holdings in shares of Boston Scientific Corporation (NYSE:BSX – Free Report) by 13.0% during the...
Johnson Investment Counsel Inc. Has $936,000 Holdings in Welltower Inc. (NYSE:WELL)
Johnson Investment Counsel Inc. lessened its stake in Welltower Inc. (NYSE:WELL – Free Report) by 15.9% in the 1st quarter,...
Blue Trust Inc. Buys 434 Shares of General Dynamics Corporation (NYSE:GD)
Blue Trust Inc. increased its position in shares of General Dynamics Corporation (NYSE:GD – Free Report) by 26.8% during the...
CWA Asset Management Group LLC Acquires Shares of 1,716 Yum! Brands, Inc. (NYSE:YUM)
CWA Asset Management Group LLC purchased a new position in Yum! Brands, Inc. (NYSE:YUM – Free Report) during the 1st...