Sterling Financial Group, Inc. Dimensional ETF Tr Transaction History
Sterling Financial Group, Inc.
- $166 Million
- Q2 2024
A detailed history of Sterling Financial Group, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Sterling Financial Group, Inc. holds 637,796 shares of DFAU stock, worth $25.3 Million. This represents 14.45% of its overall portfolio holdings.
Number of Shares
637,796
Previous 593,116
7.53%
Holding current value
$25.3 Million
Previous $21.7 Million
10.33%
% of portfolio
14.45%
Previous 13.64%
Shares
6 transactions
Others Institutions Holding DFAU
# of Institutions
399Shares Held
105MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC4.38MShares$174 Million2.04% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$165 Million5.04% of portfolio
-
Modera Wealth Management, LLC4.01MShares$159 Million2.23% of portfolio
-
Aquire Wealth Advisors, LLC3.37MShares$134 Million42.46% of portfolio
-
Blankinship & Foster, LLC Solana Beach, CA2.77MShares$110 Million26.74% of portfolio