Sterling Financial Planning, Inc. Dimensional ETF Tr Inflation P Transaction History
Sterling Financial Planning, Inc.
- $263 Million
- Q3 2024
A detailed history of Sterling Financial Planning, Inc. transactions in Dimensional ETF Tr Inflation P stock. As of the latest transaction made, Sterling Financial Planning, Inc. holds 101,303 shares of DFIP stock, worth $4.15 Million. This represents 1.63% of its overall portfolio holdings.
Number of Shares
101,303
Previous 86,678
16.87%
Holding current value
$4.15 Million
Previous $3.54 Million
21.02%
% of portfolio
1.63%
Previous 1.47%
Shares
10 transactions
Others Institutions Holding DFIP
# of Institutions
115Shares Held
12.5MCall Options Held
0Put Options Held
0-
Matson Money. Inc.3.49MShares$143 Million5.09% of portfolio
-
Heirloom Wealth Management Greenwood Village, CO991KShares$40.6 Million13.61% of portfolio
-
Hill Investment Group Partners, LLC St. Louis, MO803KShares$32.9 Million4.54% of portfolio
-
Planning Center, Inc.744KShares$30.5 Million5.32% of portfolio
-
Geometric Wealth Advisors430KShares$17.6 Million3.51% of portfolio