Sterling Financial Group, Inc. Dimensional ETF Tr Transaction History
Sterling Financial Group, Inc.
- $209 Million
- Q4 2024
A detailed history of Sterling Financial Group, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Sterling Financial Group, Inc. holds 97,849 shares of DFAU stock, worth $4.04 Million. This represents 1.9% of its overall portfolio holdings.
Number of Shares
97,849
Previous 636,590
84.63%
Holding current value
$4.04 Million
Previous $25.3 Million
84.32%
% of portfolio
1.9%
Previous 14.29%
Shares
8 transactions
Others Institutions Holding DFAU
# of Institutions
478Shares Held
2.18BCall Options Held
0Put Options Held
400-
Elser Financial Planning, Inc Indianapolis, IN1.98BShares$81.8 Billion4.8% of portfolio
-
Essential Planning, Llc. Portsmouth, NH77.8MShares$3.21 Billion21.06% of portfolio
-
Sequoia Financial Advisors, LLC4.94MShares$204 Million1.73% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$171 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.64MShares$150 Million1.81% of portfolio