Sterling Financial Planning, Inc. Dimensional ETF Tr Dimensional Transaction History
Sterling Financial Planning, Inc.
- $240 Million
- Q2 2024
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 42,032 shares of DFAR stock, worth $1.07 Million. This represents 0.39% of its overall portfolio holdings.
Number of Shares
42,032
Previous 39,414
6.64%
Holding current value
$1.07 Million
Previous $881,000
5.33%
% of portfolio
0.39%
Previous 0.36%
Shares
7 transactions
Others Institutions Holding DFAR
# of Institutions
200Shares Held
34.4MCall Options Held
0Put Options Held
0-
Vista Wealth Management Group, LLC2.95MShares$75 Million4.94% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.15MShares$54.6 Million0.07% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA1.88MShares$47.8 Million11.83% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX1.68MShares$42.7 Million3.67% of portfolio
-
Savant Capital, LLC1.4MShares$35.5 Million0.3% of portfolio