Sterling Financial Group, Inc. Dimensional ETF Tr Transaction History
Sterling Financial Group, Inc.
- $220 Million
- Q1 2025
A detailed history of Sterling Financial Group, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Sterling Financial Group, Inc. holds 95,001 shares of DFAI stock, worth $3 Million. This represents 1.35% of its overall portfolio holdings.
Number of Shares
95,001
Previous 102,201
7.04%
Holding current value
$3 Million
Previous $2.98 Million
0.6%
% of portfolio
1.35%
Previous 1.43%
Shares
9 transactions
Others Institutions Holding DFAI
# of Institutions
617Shares Held
231MCall Options Held
3.7KPut Options Held
0-
Essential Planning, Llc. Portsmouth, NH32.3MShares$1.02 Billion6.3% of portfolio
-
Sym Financial Corp6.65MShares$210 Million25.25% of portfolio
-
Bank Of America Corp Charlotte, NC6MShares$189 Million0.01% of portfolio
-
Envestnet Asset Management Inc5.99MShares$189 Million0.06% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.58MShares$176 Million17.39% of portfolio