Sterling Financial Planning, Inc. Dimensional ETF Tr Dimensional Transaction History
Sterling Financial Planning, Inc.
- $289 Million
- Q2 2025
A detailed history of Sterling Financial Planning, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Sterling Financial Planning, Inc. holds 46,375 shares of DFAR stock, worth $1.09 Million. This represents 0.38% of its overall portfolio holdings.
Number of Shares
46,375
Previous 44,137
5.07%
Holding current value
$1.09 Million
Previous $1.05 Million
3.62%
% of portfolio
0.38%
Previous 0.39%
Shares
11 transactions
Others Institutions Holding DFAR
# of Institutions
278Shares Held
44.1MCall Options Held
9.6KPut Options Held
0-
Vista Wealth Management Group, LLC3.13MShares$73.5 Million5.07% of portfolio
-
Prudential Financial Inc Newark, NJ2.49MShares$58.4 Million0.08% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.14MShares$50.2 Million0.07% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA2.07MShares$48.7 Million10.62% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX1.79MShares$42 Million3.53% of portfolio