Sterling Wealth Advisors Inc Dimensional ETF Tr Transaction History

Sterling Wealth Advisors Inc

  • $141 Billion
  • Q2 2025

A detailed history of Sterling Wealth Advisors Inc transactions in Dimensional ETF Tr stock. As of the latest transaction made, Sterling Wealth Advisors Inc holds 345,203 shares of DFAI stock, worth $12.3 Million. This represents 8.43% of its overall portfolio holdings.

Number of Shares
345,203
Previous 359,766 4.05%
Holding current value
$12.3 Million
Previous $11.2 Billion 6.0%
% of portfolio
8.43%
Previous 8.66%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 16, 2025
SELL
$28.02 - $34.71 $408,055 - $505,481
-14,563 Reduced 4.05%
345,203 $11.9 Billion
Q1 2025

May 12, 2025
BUY
$28.88 - $32.4 $187,633 - $210,502
6,497 Added 1.84%
359,766 $11.2 Billion
Q4 2024

Jan 28, 2025
BUY
$29.0 - $31.6 $10.2 Million - $11.2 Million
353,269 New
353,269 $10.3 Billion

Others Institutions Holding DFAI

# of Institutions
672
Shares Held
248M
Call Options Held
500
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAI Quotes by TradingView
  • Ticker DFAI
  • Sector ETFs
  • Industry ETFs
More about DFAI
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