Sterling Financial Group, Inc. Dimensional ETF Tr Transaction History
Sterling Financial Group, Inc.
- $177 Million
- Q3 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 636,590 shares of DFAU stock, worth $25.7 Million. This represents 14.29% of its overall portfolio holdings.
Number of Shares
636,590
Previous 637,796
0.19%
Holding current value
$25.7 Million
Previous $23.9 Million
5.67%
% of portfolio
14.29%
Previous 14.45%
Shares
7 transactions
Others Institutions Holding DFAU
# of Institutions
413Shares Held
108MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC4.82MShares$195 Million2.14% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$168 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.68MShares$149 Million1.87% of portfolio
-
Aquire Wealth Advisors, LLC3.5MShares$141 Million43.58% of portfolio
-
Allworth Financial LP2.88MShares$116 Million0.71% of portfolio