Sterling Wealth Advisors Inc Dimensional ETF Tr Dimensional Transaction History
Sterling Wealth Advisors Inc
- $141 Billion
- Q2 2025
A detailed history of Sterling Wealth Advisors Inc transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Sterling Wealth Advisors Inc holds 326,151 shares of DFIC stock, worth $10.2 Million. This represents 7.17% of its overall portfolio holdings.
Number of Shares
326,151
Previous 325,826
0.1%
Holding current value
$10.2 Million
Previous $9.05 Billion
12.03%
% of portfolio
7.17%
Previous 6.97%
Shares
3 transactions
Others Institutions Holding DFIC
# of Institutions
490Shares Held
291MCall Options Held
6.6KPut Options Held
3.9K-
Mercer Global Advisors Inc Denver, CO30.9MShares$967 Million2.0% of portfolio
-
Envestnet Asset Management Inc27.5MShares$862 Million0.26% of portfolio
-
Forum Financial Management, LP Lombard, IL16.2MShares$508 Million8.53% of portfolio
-
Evensky & Katz LLC6.15MShares$192 Million11.67% of portfolio
-
High Tower Advisors, LLC Chicago, IL5.17MShares$162 Million0.2% of portfolio