Sterling Wealth Advisors Inc Dimensional ETF Tr Natl Mun Bd Transaction History
Sterling Wealth Advisors Inc
- $127 Billion
- Q4 2024
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 17,946 shares of DFNM stock, worth $859,972. This represents 0.67% of its overall portfolio holdings.
Number of Shares
17,946Holding current value
$859,972% of portfolio
0.67%Shares
1 transactions
Others Institutions Holding DFNM
# of Institutions
211Shares Held
27.1MCall Options Held
0Put Options Held
0-
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH3.94MShares$189 Million11.52% of portfolio
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Truepoint, Inc.2.61MShares$125 Million3.47% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.3 Million0.64% of portfolio
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Foster Group, Inc.1.14MShares$54.8 Million2.17% of portfolio
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Geo Wealth Management, LLC Chicago, IL958KShares$45.9 Million1.71% of portfolio