Sterling Financial Planning, Inc. Dimensional ETF Tr Dimensional Transaction History
Sterling Financial Planning, Inc.
- $264 Million
- Q4 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 41,167 shares of DFAR stock, worth $967,836. This represents 0.36% of its overall portfolio holdings.
Number of Shares
41,167
Previous 41,119
0.12%
Holding current value
$967,836
Previous $1.05 Million
9.2%
% of portfolio
0.36%
Previous 0.4%
Shares
9 transactions
Others Institutions Holding DFAR
# of Institutions
250Shares Held
41.2MCall Options Held
1.9KPut Options Held
0-
Vista Wealth Management Group, LLC3.02MShares$71 Million4.72% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.34MShares$55 Million0.08% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA1.95MShares$45.8 Million11.11% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX1.68MShares$39.5 Million3.61% of portfolio
-
Bridgeworth, LLC Birmingham, AL1.33MShares$31.2 Million2.99% of portfolio