Sterling Wealth Management, Inc. Dimensional ETF Tr Transaction History
Sterling Wealth Management, Inc.
- $211 Billion
- Q2 2024
A detailed history of Sterling Wealth Management, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Sterling Wealth Management, Inc. holds 253,624 shares of DFAE stock, worth $6.59 Million. This represents 3.11% of its overall portfolio holdings.
Number of Shares
253,624
Previous 218,346
16.16%
Holding current value
$6.59 Million
Previous $5.4 Billion
21.56%
% of portfolio
3.11%
Previous 2.69%
Shares
3 transactions
Others Institutions Holding DFAE
# of Institutions
452Shares Held
127MCall Options Held
0Put Options Held
0-
Retirement Systems Of Alabama12.7MShares$329 Million1.28% of portfolio
-
Ubs Group Ag5.16MShares$134 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC4.26MShares$111 Million0.01% of portfolio
-
Envestnet Asset Management Inc3.71MShares$96.3 Million0.03% of portfolio
-
Foster Group, Inc.3.48MShares$90.3 Million3.68% of portfolio