Sterling Wealth Management, Inc. Dimensional ETF Tr Short Durat Transaction History
Sterling Wealth Management, Inc.
- $211 Billion
- Q2 2024
A detailed history of Sterling Wealth Management, Inc. transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Sterling Wealth Management, Inc. holds 23,354 shares of DFSD stock, worth $1.11 Million. This represents 0.52% of its overall portfolio holdings.
Number of Shares
23,354Holding current value
$1.11 Million% of portfolio
0.52%Shares
1 transactions
Others Institutions Holding DFSD
# of Institutions
258Shares Held
46.4MCall Options Held
0Put Options Held
0-
Resources Investment Advisors, Llc. Overland Park, KS2.39MShares$113 Million1.35% of portfolio
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Beaird Harris Wealth Management, LLC Dallas, TX2.37MShares$112 Million11.04% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO2.08MShares$98.4 Million1.09% of portfolio
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Di Nuzzo Private Wealth, Inc. Beaver, PA2MShares$94.6 Million15.04% of portfolio
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Planning Center, Inc.1.97MShares$93.4 Million16.69% of portfolio