Sterling Wealth Management, Inc. Dimensional ETF Tr Natl Mun Bd Transaction History
Sterling Wealth Management, Inc.
- $271 Billion
- Q4 2024
A detailed history of Sterling Wealth Management, Inc. transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Sterling Wealth Management, Inc. holds 5,870 shares of DFNM stock, worth $281,877. This represents 0.1% of its overall portfolio holdings.
Number of Shares
5,870
Previous 5,856
0.24%
Holding current value
$281,877
Previous $284 Million
1.35%
% of portfolio
0.1%
Previous 0.11%
Shares
2 transactions
Others Institutions Holding DFNM
# of Institutions
236Shares Held
24.9MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.7MShares$130 Million3.53% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.4 Million0.64% of portfolio
-
Foster Group, Inc.1.14MShares$54.9 Million2.17% of portfolio
-
Geo Wealth Management, LLC Chicago, IL1.01MShares$48.3 Million1.65% of portfolio
-
First Ascent Asset Management, LLC901KShares$43.3 Million4.9% of portfolio