Sterling Wealth Management, Inc. Dimensional ETF Tr U S Core Eq Transaction History
Sterling Wealth Management, Inc.
- $211 Billion
- Q2 2024
A detailed history of Sterling Wealth Management, Inc. transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Sterling Wealth Management, Inc. holds 281,566 shares of DFAC stock, worth $9.46 Million. This represents 4.31% of its overall portfolio holdings.
Number of Shares
281,566
Previous 281,411
0.06%
Holding current value
$9.46 Million
Previous $8.99 Billion
0.96%
% of portfolio
4.31%
Previous 4.47%
Shares
3 transactions
Others Institutions Holding DFAC
# of Institutions
876Shares Held
710MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc53.4MShares$1.8 Billion0.61% of portfolio
-
Mercer Global Advisors Inc Denver, CO47.7MShares$1.6 Billion3.89% of portfolio
-
Forum Financial Management, LP Lombard, IL37.3MShares$1.25 Billion24.81% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.25 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$593 Million0.29% of portfolio