Sterling Financial Planning, Inc. Dimensional ETF Tr Dimensional Transaction History
Sterling Financial Planning, Inc.
- $289 Million
- Q2 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 11,677 shares of DFIS stock, worth $363,388. This represents 0.12% of its overall portfolio holdings.
Number of Shares
11,677
Previous 13,452
13.2%
Holding current value
$363,388
Previous $347,000
0.29%
% of portfolio
0.12%
Previous 0.13%
Shares
11 transactions
Others Institutions Holding DFIS
# of Institutions
274Shares Held
85.5MCall Options Held
0Put Options Held
0-
Jones Financial Companies Lllp18.7MShares$582 Million0.43% of portfolio
-
Matson Money. Inc.12.5MShares$388 Million12.99% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.34MShares$104 Million0.15% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA2.93MShares$91.2 Million0.36% of portfolio
-
First Citizens Bank & Trust CO2.86MShares$88.9 Million1.31% of portfolio