Sterling Financial Planning, Inc. Dimensional ETF Tr U S Equity Transaction History
Sterling Financial Planning, Inc.
- $263 Million
- Q3 2024
A detailed history of Sterling Financial Planning, Inc. transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Sterling Financial Planning, Inc. holds 9,173 shares of DFUS stock, worth $565,974. This represents 0.22% of its overall portfolio holdings.
Number of Shares
9,173
Previous 8,420
8.94%
Holding current value
$565,974
Previous $495,000
15.15%
% of portfolio
0.22%
Previous 0.21%
Shares
3 transactions
Others Institutions Holding DFUS
# of Institutions
637Shares Held
122MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$491 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.86MShares$362 Million19.88% of portfolio
-
Plancorp, LLC5.04MShares$311 Million12.91% of portfolio
-
Envestnet Asset Management Inc4.15MShares$256 Million0.09% of portfolio
-
Creative Planning Overland Park, KS3.67MShares$226 Million0.23% of portfolio