Sterling Financial Planning, Inc. Dimensional ETF Tr Dimensional Transaction History
Sterling Financial Planning, Inc.
- $241 Million
- Q1 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 13,109 shares of DFIS stock, worth $329,298. This represents 0.14% of its overall portfolio holdings.
Number of Shares
13,109
Previous 13,235
0.95%
Holding current value
$329,298
Previous $319,000
2.82%
% of portfolio
0.14%
Previous 0.14%
Shares
6 transactions
Others Institutions Holding DFIS
# of Institutions
171Shares Held
48.3MCall Options Held
0Put Options Held
0-
Jones Financial Companies Lllp11.7MShares$293 Million0.4% of portfolio
-
Mather Group, Llc. Chicago, IL6.2MShares$156 Million2.34% of portfolio
-
Ci Private Wealth, LLC Miami, FL4.08MShares$103 Million0.16% of portfolio
-
Balasa Dinverno & Foltz LLC Itasca, IL2.6MShares$65.4 Million3.04% of portfolio
-
Savant Capital, LLC2.18MShares$54.9 Million0.63% of portfolio