Sterling Wealth Management, Inc. Dimensional ETF Tr Dimensional Transaction History
Sterling Wealth Management, Inc.
- $271 Billion
- Q4 2024
A detailed history of Sterling Wealth Management, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Sterling Wealth Management, Inc. holds 53,421 shares of DFIS stock, worth $1.41 Million. This represents 0.48% of its overall portfolio holdings.
Number of Shares
53,421
Previous 46,204
15.62%
Holding current value
$1.41 Million
Previous $1.24 Billion
5.82%
% of portfolio
0.48%
Previous 0.46%
Shares
5 transactions
Others Institutions Holding DFIS
# of Institutions
245Shares Held
89.9MCall Options Held
0Put Options Held
0-
Jones Financial Companies Lllp17.7MShares$467 Million0.42% of portfolio
-
Matson Money. Inc.12.4MShares$328 Million10.93% of portfolio
-
Mather Group, Llc. Chicago, IL10.7MShares$282 Million3.42% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA3.9MShares$103 Million0.43% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.82MShares$101 Million0.14% of portfolio