Sterling Wealth Management, Inc. Dimensional ETF Tr U S Equity Transaction History
Sterling Wealth Management, Inc.
- $271 Billion
- Q4 2024
A detailed history of Sterling Wealth Management, Inc. transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Sterling Wealth Management, Inc. holds 50,209 shares of DFUS stock, worth $3.24 Million. This represents 1.18% of its overall portfolio holdings.
Number of Shares
50,209
Previous 50,073
0.27%
Holding current value
$3.24 Million
Previous $3.11 Billion
2.77%
% of portfolio
1.18%
Previous 1.16%
Shares
5 transactions
Others Institutions Holding DFUS
# of Institutions
761Shares Held
183MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ42.6MShares$2.75 Billion3.81% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$514 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.16MShares$334 Million20.01% of portfolio
-
Plancorp, LLC4.71MShares$305 Million11.37% of portfolio
-
Envestnet Asset Management Inc3.84MShares$248 Million0.08% of portfolio