Sterling Financial Planning, Inc. Dimensional ETF Tr Dimensional Transaction History
Sterling Financial Planning, Inc.
- $263 Million
- Q3 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 248,411 shares of DISV stock, worth $6.85 Million. This represents 2.74% of its overall portfolio holdings.
Number of Shares
248,411
Previous 220,684
12.56%
Holding current value
$6.85 Million
Previous $5.94 Million
21.56%
% of portfolio
2.74%
Previous 2.47%
Shares
10 transactions
Others Institutions Holding DISV
# of Institutions
268Shares Held
57.3MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.39MShares$231 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL6.21MShares$171 Million3.44% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$86.8 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO1.56MShares$42.9 Million1.19% of portfolio
-
Ritholtz Wealth Management1.35MShares$37.3 Million1.2% of portfolio