Sterling Wealth Management, Inc. Dimensional ETF Tr Short Durat Transaction History
Sterling Wealth Management, Inc.
- $271 Billion
- Q4 2024
A detailed history of Sterling Wealth Management, Inc. transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Sterling Wealth Management, Inc. holds 151,785 shares of DFSD stock, worth $7.27 Million. This represents 2.63% of its overall portfolio holdings.
Number of Shares
151,785
Previous 131,576
15.36%
Holding current value
$7.27 Million
Previous $6.28 Billion
13.28%
% of portfolio
2.63%
Previous 2.34%
Shares
3 transactions
Others Institutions Holding DFSD
# of Institutions
360Shares Held
71.1MCall Options Held
0Put Options Held
0-
Buckingham Strategic Partners Saint Louis, MO3.48MShares$167 Million2.69% of portfolio
-
Apella Capital, LLC3.4MShares$163 Million4.64% of portfolio
-
Savant Capital, LLC3.03MShares$145 Million1.09% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.92MShares$140 Million1.73% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.64MShares$126 Million11.4% of portfolio