Sterling Wealth Management, Inc. Dimensional ETF Tr U S Equity 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 Equity stock. As of the latest transaction made, Sterling Wealth Management, Inc. holds 49,977 shares of DFUS stock, worth $3.25 Million. This represents 1.4% of its overall portfolio holdings.
Number of Shares
49,977
Previous 50,413
0.86%
Holding current value
$3.25 Million
Previous $2.87 Billion
2.39%
% of portfolio
1.4%
Previous 1.43%
Shares
3 transactions
Others Institutions Holding DFUS
# of Institutions
639Shares Held
123MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$517 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.86MShares$381 Million19.88% of portfolio
-
Plancorp, LLC5.04MShares$328 Million12.91% of portfolio
-
Envestnet Asset Management Inc4.12MShares$268 Million0.08% of portfolio
-
Creative Planning Overland Park, KS3.67MShares$238 Million0.23% of portfolio