Sterling Financial Planning, Inc. Dimensional ETF Tr Emerging Mk Transaction History
Sterling Financial Planning, Inc.
- $264 Million
- Q4 2024
A detailed history of Sterling Financial Planning, Inc. transactions in Dimensional ETF Tr Emerging Mk stock. As of the latest transaction made, Sterling Financial Planning, Inc. holds 154,639 shares of DFEV stock, worth $4.21 Million. This represents 1.54% of its overall portfolio holdings.
Number of Shares
154,639
Previous 152,253
1.57%
Holding current value
$4.21 Million
Previous $4.33 Million
6.46%
% of portfolio
1.54%
Previous 1.65%
Shares
10 transactions
Others Institutions Holding DFEV
# of Institutions
182Shares Held
21.4MCall Options Held
0Put Options Held
0-
Asset Dedication, LLC2.48MShares$67.6 Million5.21% of portfolio
-
Ritholtz Wealth Management1.02MShares$27.7 Million0.79% of portfolio
-
High Tower Advisors, LLC Chicago, IL916KShares$24.9 Million0.03% of portfolio
-
True Wealth Design, LLC Akron, OH808KShares$22 Million8.21% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL770KShares$20.9 Million0.01% of portfolio