Sterling Financial Planning, Inc. Dimensional ETF Tr Emerging Mk Transaction History
Sterling Financial Planning, Inc.
- $263 Million
- Q3 2024
A detailed history of Sterling Financial Planning, Inc. transactions in Dimensional ETF Tr Emerging Mk stock. As of the latest transaction made, Sterling Financial Planning, Inc. holds 152,253 shares of DFEV stock, worth $4.18 Million. This represents 1.65% of its overall portfolio holdings.
Number of Shares
152,253
Previous 133,783
13.81%
Holding current value
$4.18 Million
Previous $3.68 Million
17.78%
% of portfolio
1.65%
Previous 1.53%
Shares
9 transactions
Others Institutions Holding DFEV
# of Institutions
152Shares Held
17.6MCall Options Held
0Put Options Held
0-
Asset Dedication, LLC2.39MShares$65.5 Million4.64% of portfolio
-
Ritholtz Wealth Management965KShares$26.5 Million0.84% of portfolio
-
True Wealth Design, LLC Akron, OH767KShares$21.1 Million5.21% of portfolio
-
Marquette Asset Management, LLC637KShares$17.5 Million2.88% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL612KShares$16.8 Million0.02% of portfolio