HB Wealth Management LLC reduced its stake in Dimensional US Core Equity Market ETF (NYSEARCA:DFAU – Free Report) by 4.8% in the 1st quarter, Holdings Channel reports. The institutional investor owned 1,278,772 shares of the company’s stock after selling 64,528 shares during the period. HB Wealth Management LLC’s holdings in Dimensional US Core Equity Market […]

HB Wealth Management LLC lifted its stake in GMO U.S. Quality ETF (NYSEARCA:QLTY – Free Report) by 1,078.9% during the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 5,905,175 shares of the company’s stock after buying an additional 5,404,269 shares during the period. […]

HB Wealth Management LLC grew its holdings in shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 0.9% during the 1st quarter, HoldingsChannel reports. The fund owned 8,726,405 shares of the company’s stock after acquiring an additional 78,244 shares during the quarter. Vanguard Total Stock Market ETF makes up 17.2% of HB […]

HB Wealth Management LLC grew its stake in shares of Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC – Free Report) by 0.7% during the 1st quarter, HoldingsChannel.com reports. The institutional investor owned 1,831,592 shares of the company’s stock after buying an additional 11,846 shares during the period. HB Wealth Management LLC’s holdings in Dimensional U.S. […]

Integrity Wealth Partners LLC acquired a new stake in shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 8,094 shares of the company’s stock, valued at approximately $2,596,000. Vanguard Total […]

TCI Wealth Advisors Inc. cut its stake in Avantis International Equity ETF (NYSEARCA:AVDE – Free Report) by 3.7% in the 1st quarter, Holdings Channel reports. The fund owned 160,525 shares of the company’s stock after selling 6,242 shares during the quarter. Avantis International Equity ETF comprises about 0.7% of TCI Wealth Advisors Inc.’s holdings, making […]

Arcadia Wealth Management LLC cut its holdings in shares of Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Free Report) by 4.6% in the first quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 559,227 shares of the company’s stock after selling 26,680 shares during the quarter. Vanguard FTSE […]

Syntegra Private Wealth Group LLC increased its stake in shares of Fidelity Enhanced International ETF (NYSEARCA:FENI – Free Report) by 5.1% in the 1st quarter, Holdings Channel.com reports. The firm owned 3,637,188 shares of the company’s stock after purchasing an additional 176,225 shares during the period. Fidelity Enhanced International ETF makes up 12.9% of Syntegra […]