Stewardship Advisors LLC Acquires 3,466 Shares of Dimensional …

Jan 26, 2025 · Stewardship Advisors LLC increased its holdings in Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC – Free Report) by 15.8% in the fourth quarter, according to its most …

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Stewardship Advisors LLC Acquires 3,466 Shares Of Dimensional …

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Jan 26, 2025 · Stewardship Advisors LLC increased its holdings in Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC – Free Report) by 15.8% in the fourth quarter, according to its most …

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Stewardship Advisors LLC Has $470,000 Stock Position In …

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Jan 26, 2025 · Stewardship Advisors LLC boosted its stake in shares of Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD – Free Report) by 40.5% in the 4th quarter, …

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Stewardship Advisors LLC Invests $374,000 In Dimensional U.S.

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Oct 21, 2024 · Stewardship Advisors LLC acquired a new position in shares of Dimensional U.S. Equity ETF (NYSEARCA:DFUS – Free Report) during the 3rd quarter, HoldingsChannel.com …

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Stewardship Advisors, LLC Q4 2024 13F Top Portfolio Holdings

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Oct 21, 2024 · Stewardship Advisors, LLC reported 152 holdings with total value $361 M as of Q4 2024. Top holdings included IVV, QQQM, RWL, PLW, and SPAB

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Stewardship Advisors LLC Takes $5.83 Million Position In

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Jan 26, 2025 · The firm bought 167,239 shares of the company’s stock, valued at approximately $5,828,000. Invesco ESG NASDAQ 100 ETF makes up 1.6% of Stewardship Advisors LLC’s …

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VanEck Fallen Angel High Yield Bond ETF (NASDAQ:ANGL) Shares …

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Jan 26, 2025 · Stewardship Advisors LLC boosted its holdings in VanEck Fallen Angel High Yield Bond ETF (NASDAQ:ANGL – Free Report) by 2.5% during the fourth quarter, according to the …

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T-Mobile US, Inc. (NASDAQ:TMUS) Shares Bought By Stewardship …

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Jan 26, 2025 · Stewardship Advisors LLC raised its holdings in shares of T-Mobile US, Inc. (NASDAQ:TMUS – Free Report) by 11.2% in the 4th quarter, HoldingsChannel.com reports. …

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Vanguard Short-Term Inflation-Protected Securities ETF

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Jan 26, 2025 · Stewardship Advisors LLC boosted its position in shares of Vanguard Short-Term Inflation-Protected Securities ETF (NASDAQ:VTIP – Free Report) by 34.0% in the fourth …

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NVIDIA Co. (NASDAQ:NVDA) Shares Purchased By Stewardship …

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Nov 29, 2024 · Stewardship Advisors LLC increased its position in shares of NVIDIA Co. (NASDAQ:NVDA - Free Report) by 201.1% during the 3rd quarter, according to the company …

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Cyndeo Wealth Partners LLC Acquires 2,586 Shares Of Capital …

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Jan 26, 2025 · Cyndeo Wealth Partners LLC boosted its holdings in Capital Group Core Plus Income ETF (NYSEARCA:CGCP – Free Report) by 4.9% in the fourth quarter, Holdings …

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FAQs about Stewardship Advisors LLC Acquires 3,466 Shares of Dimensional … Coupon?

What is stewardship at dimensional?

Stewardship at Dimensional is a global effort supported by many groups and departments. Under the oversight of our Investment Stewardship Committee, our team works to protect and enhance shareholder value through engagements, proxy voting, and advocacy efforts. These efforts are detailed in our Annual Stewardship Report. ...

Who is stewardship advisors?

Stewardship Advisors, LLC is a Registered Investment Advisor (“RIA”) registered with the United States Securities and Exchange Commission (SEC) and domiciled in the Commonwealth of Pennsylvania. Registration with the SEC does not imply any certain level of skill or training. This website contains links to third-party websites. ...

Who is Dimensional Fund Advisors LP?

UNITED STATES: Dimensional Fund Advisors LP is an investment advisor registered with the Securities and Exchange Commission. CANADA: This document is not intended for Quebec residents. These materials have been prepared by Dimensional Fund Advisors Canada ULC. ...

What should investors consider before investing in dimensional wholesale trusts?

Investors should also consider the Product Disclosure Statement (PDS) and for the Dimensional Wholesale Trusts the target market determination (TMD) that has been made for each financial product or financial advice product either issued or distributed by DFA Australia Limited prior to acquiring or continuing to hold any investment. ...