Sterling Financial Planning, Inc. Dimensional ETF Tr U S Equity Transaction History
Sterling Financial Planning, Inc.
- $241 Million
- Q1 2024
A detailed history of Sterling Financial Planning, Inc. transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Sterling Financial Planning, Inc. holds 4,165 shares of DFUS stock, worth $247,401. This represents 0.1% of its overall portfolio holdings.
Number of Shares
4,165Holding current value
$247,401% of portfolio
0.1%Shares
1 transactions
Others Institutions Holding DFUS
# of Institutions
595Shares Held
113MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO7.66MShares$455 Million4.95% of portfolio
-
Index Fund Advisors, Inc.5.99MShares$356 Million19.27% of portfolio
-
Plancorp, LLC5.12MShares$304 Million12.7% of portfolio
-
Envestnet Asset Management Inc4.2MShares$250 Million0.09% of portfolio
-
Mercer Global Advisors Inc Denver, CO3.79MShares$225 Million0.61% of portfolio