Sterling Financial Planning, Inc. Dimensional ETF Tr Dimensional Transaction History
Sterling Financial Planning, Inc.
- $264 Million
- Q4 2024
A detailed history of Sterling Financial Planning, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Sterling Financial Planning, Inc. holds 13,084 shares of DFIS stock, worth $345,155. This represents 0.12% of its overall portfolio holdings.
Number of Shares
13,084
Previous 13,080
0.03%
Holding current value
$345,155
Previous $350,000
8.29%
% of portfolio
0.12%
Previous 0.13%
Shares
9 transactions
Others Institutions Holding DFIS
# of Institutions
245Shares Held
89.9MCall Options Held
0Put Options Held
0-
Jones Financial Companies Lllp17.7MShares$467 Million0.42% of portfolio
-
Matson Money. Inc.12.4MShares$328 Million10.93% of portfolio
-
Mather Group, Llc. Chicago, IL10.7MShares$282 Million3.42% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA3.9MShares$103 Million0.43% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.82MShares$101 Million0.14% of portfolio