Sterling Financial Planning, Inc. Dimensional ETF Tr Dimensional Transaction History
Sterling Financial Planning, Inc.
- $264 Million
- Q4 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 13,084 shares of DFIS stock, worth $339,791. This represents 0.12% of its overall portfolio holdings.
Number of Shares
13,084
Previous 13,080
0.03%
Holding current value
$339,791
Previous $350,000
8.29%
% of portfolio
0.12%
Previous 0.13%
Shares
9 transactions
Others Institutions Holding DFIS
# of Institutions
229Shares Held
81.1MCall Options Held
0Put Options Held
0-
Jones Financial Companies Lllp17.7MShares$460 Million0.42% of portfolio
-
Matson Money. Inc.12.4MShares$322 Million10.93% of portfolio
-
Mather Group, Llc. Chicago, IL10.7MShares$277 Million3.42% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.82MShares$99.2 Million0.14% of portfolio
-
Balasa Dinverno & Foltz LLC Itasca, IL2.6MShares$67.6 Million3.04% of portfolio