Sterling Wealth Management, Inc. Dimensional ETF Tr Natl Mun Bd Transaction History
Sterling Wealth Management, Inc.
- $268 Billion
- Q3 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 5,856 shares of DFNM stock, worth $282,083. This represents 0.11% of its overall portfolio holdings.
Number of Shares
5,856Holding current value
$282,083% of portfolio
0.11%Shares
1 transactions
Others Institutions Holding DFNM
# of Institutions
201Shares Held
22.1MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.61MShares$126 Million3.47% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.6 Million0.64% of portfolio
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Foster Group, Inc.1.19MShares$57.5 Million2.25% of portfolio
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Geo Wealth Management, LLC Chicago, IL958KShares$46.2 Million1.71% of portfolio
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First Ascent Asset Management, LLC901KShares$43.4 Million4.9% of portfolio