Sterling Financial Planning, Inc. Dimensional ETF Tr Dimensional Transaction History
Sterling Financial Planning, Inc.
- $266 Million
- Q1 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 13,452 shares of DFIS stock, worth $390,646. This represents 0.13% of its overall portfolio holdings.
Number of Shares
13,452
Previous 13,084
2.81%
Holding current value
$390,646
Previous $321,000
8.1%
% of portfolio
0.13%
Previous 0.12%
Shares
10 transactions
Others Institutions Holding DFIS
# of Institutions
253Shares Held
94MCall Options Held
0Put Options Held
0-
Jones Financial Companies Lllp18.4MShares$535 Million0.43% of portfolio
-
Matson Money. Inc.12.5MShares$362 Million11.74% of portfolio
-
Mather Group, Llc. Chicago, IL11.4MShares$332 Million3.44% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA3.9MShares$113 Million0.43% of portfolio
-
First Citizens Bank & Trust CO3.79MShares$110 Million1.68% of portfolio