CX Institutional reduced its position in Vanguard Materials ETF (NYSEARCA:VAW – Free Report) by 57.2% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 1,732 shares of the company’s stock after selling 2,312 shares during the quarter. CX Institutional’s holdings in Vanguard Materials ETF were […]

Phillips Financial Management LLC lifted its stake in Dimensional Core Fixed Income ETF (NYSEARCA:DFCF – Free Report) by 16.3% in the 3rd quarter, Holdings Channel.com reports. The firm owned 2,370,174 shares of the company’s stock after buying an additional 332,760 shares during the quarter. Dimensional Core Fixed Income ETF makes up 6.7% of Phillips Financial […]

Forum Financial Management LP reduced its position in iShares National Muni Bond ETF (NYSEARCA:MUB – Free Report) by 15.6% during the third quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 26,178 shares of the exchange traded fund’s stock after selling 4,824 shares during the period. Forum Financial Management […]

HB Wealth Management LLC reduced its holdings in shares of Avantis U.S. Mid Cap Equity ETF (NYSEARCA:AVMC – Free Report) by 77.0% in the 3rd quarter, Holdings Channel.com reports. The institutional investor owned 35,620 shares of the company’s stock after selling 119,434 shares during the period. HB Wealth Management LLC’s holdings in Avantis U.S. Mid […]

Phillips Financial Management LLC lowered its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 4.9% in the 3rd quarter, according to the company in its most recent filing with the SEC. The fund owned 259,104 shares of the company’s stock after selling 13,484 shares during the quarter. iShares Core U.S. […]

Forum Financial Management LP decreased its position in Avantis U.S. Equity ETF (NYSEARCA:AVUS – Free Report) by 19.2% in the 3rd quarter, Holdings Channel.com reports. The fund owned 35,636 shares of the company’s stock after selling 8,480 shares during the period. Forum Financial Management LP’s holdings in Avantis U.S. Equity ETF were worth $3,874,000 as […]

Phillips Financial Management LLC grew its stake in shares of Vanguard Total International Bond ETF (NASDAQ:BNDX – Free Report) by 5.4% during the third quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 639,257 shares of the company’s stock after purchasing an additional 32,728 shares during the […]

Independence Financial Advisors LLC lifted its position in shares of iShares Convertible Bond ETF (BATS:ICVT – Free Report) by 244.1% in the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 118,255 shares of the company’s stock after buying an additional 83,886 shares […]

Hemington Wealth Management raised its stake in shares of Dimensional Core Fixed Income ETF (NYSEARCA:DFCF – Free Report) by 8.7% during the 3rd quarter, according to its most recent filing with the SEC. The firm owned 2,664,224 shares of the company’s stock after acquiring an additional 212,244 shares during the period. Dimensional Core Fixed Income […]

Forum Financial Management LP increased its stake in shares of Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB – Free Report) by 615.4% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 1,322,231 shares of the company’s stock after acquiring an additional 1,137,416 shares […]

Hemington Wealth Management lifted its holdings in shares of Dimensional Emerging Markets Core Equity 2 ETF (NYSEARCA:DFEM – Free Report) by 5.8% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 818,751 shares of the company’s stock after purchasing an additional 44,925 […]

Marmo Financial Group LLC acquired a new stake in shares of Vanguard Intermediate-Term Bond ETF (NYSEARCA:BIV – Free Report) during the 3rd quarter, HoldingsChannel.com reports. The firm acquired 52,607 shares of the company’s stock, valued at approximately $4,108,000. Vanguard Intermediate-Term Bond ETF comprises approximately 2.0% of Marmo Financial Group LLC’s investment portfolio, making the stock […]

Forum Financial Management LP lessened its holdings in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV – Free Report) by 15.3% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 141,766 shares of the company’s stock after selling 25,525 shares […]

Phillips Financial Management LLC boosted its position in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT – Free Report) by 7.8% during the third quarter, Holdings Channel.com reports. The fund owned 763,549 shares of the company’s stock after purchasing an additional 55,406 shares during the quarter. Dimensional U.S. Targeted Value ETF accounts for 2.9% of Phillips Financial […]

Forum Financial Management LP boosted its holdings in shares of Vanguard Long-Term Treasury ETF (NASDAQ:VGLT – Free Report) by 293.2% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 833,454 shares of the company’s stock after buying an additional 621,492 shares during the […]

Forum Financial Management LP raised its holdings in Dimensional US Sustainability Core 1 ETF (NYSEARCA:DFSU – Free Report) by 3.6% in the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 431,131 shares of the company’s stock after purchasing an additional 15,127 shares during the quarter. […]

Phillips Financial Management LLC cut its stake in shares of Vanguard Intermediate-Term Corporate Bond ETF (NASDAQ:VCIT – Free Report) by 9.2% in the 3rd quarter, HoldingsChannel reports. The fund owned 156,701 shares of the company’s stock after selling 15,827 shares during the quarter. Vanguard Intermediate-Term Corporate Bond ETF makes up 0.9% of Phillips Financial Management […]

Tandem Investment Partners LLC reduced its stake in shares of Vanguard Dividend Appreciation ETF (NYSEARCA:VIG – Free Report) by 41.0% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 16,618 shares of the company’s stock after selling 11,559 shares during the […]

Phillips Financial Management LLC lifted its position in shares of Dimensional US Large Cap Value ETF (NYSEARCA:DFLV – Free Report) by 7.1% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 1,408,468 shares of the company’s stock after acquiring an […]

Hemington Wealth Management increased its position in Dimensional International Core Equity Market ETF (NYSEARCA:DFAI – Free Report) by 6.4% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 1,569,043 shares of the company’s stock after buying an additional 94,584 shares during the quarter. Dimensional […]

Venturi Wealth Management LLC decreased its position in Vanguard Intermediate-Term Corporate Bond ETF (NASDAQ:VCIT – Free Report) by 98.9% during the 3rd quarter, HoldingsChannel reports. The fund owned 7,612 shares of the company’s stock after selling 660,835 shares during the quarter. Venturi Wealth Management LLC’s holdings in Vanguard Intermediate-Term Corporate Bond ETF were worth $640,000 […]

Hemington Wealth Management increased its holdings in shares of Dimensional Inflation-Protected Securities ETF (NYSEARCA:DFIP – Free Report) by 19.2% during the 3rd quarter, Holdings Channel.com reports. The fund owned 912,827 shares of the company’s stock after buying an additional 146,941 shares during the period. Dimensional Inflation-Protected Securities ETF makes up approximately 5.0% of Hemington Wealth […]