Sterling Wealth Management, Inc. Dimensional ETF Tr Natl Mun Bd Transaction History
Sterling Wealth Management, Inc.
- $271 Billion
- Q4 2024
A detailed history of Sterling Wealth Management, Inc. transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Sterling Wealth Management, Inc. holds 5,870 shares of DFNM stock, worth $277,240. This represents 0.1% of its overall portfolio holdings.
Number of Shares
5,870
Previous 5,856
0.24%
Holding current value
$277,240
Previous $284 Million
1.35%
% of portfolio
0.1%
Previous 0.11%
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