Sterling Wealth Advisors Inc Dimensional ETF Tr Natl Mun Bd Transaction History
Sterling Wealth Advisors Inc
- $130 Billion
- Q1 2025
A detailed history of Sterling Wealth Advisors Inc transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Sterling Wealth Advisors Inc holds 17,522 shares of DFNM stock, worth $827,564. This represents 0.64% of its overall portfolio holdings.
Number of Shares
17,522
Previous 17,946
2.36%
Holding current value
$827,564
Previous $857 Million
2.77%
% of portfolio
0.64%
Previous 0.67%
Shares
2 transactions
Others Institutions Holding DFNM
# of Institutions
252Shares Held
26.7MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.74MShares$129 Million3.62% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$56.5 Million0.64% of portfolio
-
Foster Group, Inc.1.1MShares$52.2 Million2.05% of portfolio
-
First Ascent Asset Management, LLC901KShares$42.6 Million4.9% of portfolio
-
Geo Wealth Management, LLC Chicago, IL879KShares$41.5 Million1.79% of portfolio