Sterling Wealth Management, Inc. Dimensional ETF Tr Dimensional Transaction History
Sterling Wealth Management, Inc.
- $268 Billion
- Q3 2024
A detailed history of Sterling Wealth Management, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Sterling Wealth Management, Inc. holds 46,204 shares of DFIS stock, worth $1.15 Million. This represents 0.46% of its overall portfolio holdings.
Number of Shares
46,204
Previous 23,017
100.74%
Holding current value
$1.15 Million
Previous $567 Million
118.67%
% of portfolio
0.46%
Previous 0.27%
Shares
4 transactions
Others Institutions Holding DFIS
# of Institutions
195Shares Held
78.5MCall Options Held
0Put Options Held
0-
Jones Financial Companies Lllp22.2MShares$552 Million0.61% of portfolio
-
Matson Money. Inc.12.3MShares$307 Million11.41% of portfolio
-
Mather Group, Llc. Chicago, IL10.2MShares$253 Million3.52% of portfolio
-
Ci Private Wealth, LLC Miami, FL4.02MShares$99.9 Million0.16% of portfolio
-
Balasa Dinverno & Foltz LLC Itasca, IL2.6MShares$64.8 Million3.04% of portfolio