Sterling Financial Planning, Inc. Dimensional ETF Tr Dimensional Transaction History
Sterling Financial Planning, Inc.
- $266 Million
- Q1 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 44,137 shares of DFAR stock, worth $1.04 Million. This represents 0.39% of its overall portfolio holdings.
Number of Shares
44,137
Previous 41,167
7.21%
Holding current value
$1.04 Million
Previous $957,000
9.61%
% of portfolio
0.39%
Previous 0.36%
Shares
10 transactions
Others Institutions Holding DFAR
# of Institutions
263Shares Held
43.3MCall Options Held
27.2KPut Options Held
10K-
Vista Wealth Management Group, LLC3.13MShares$73.8 Million5.07% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.55MShares$60 Million0.08% of portfolio
-
Prudential Financial Inc Newark, NJ2.34MShares$55.2 Million0.08% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA2.01MShares$47.5 Million11.74% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX1.73MShares$40.8 Million3.75% of portfolio