Sterling Wealth Management, Inc. Dimensional ETF Tr Dimensional Transaction History
Sterling Wealth Management, Inc.
- $211 Billion
- Q2 2024
A detailed history of Sterling Wealth Management, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Sterling Wealth Management, Inc. holds 69,545 shares of DUHP stock, worth $2.44 Million. This represents 1.06% of its overall portfolio holdings.
Number of Shares
69,545Holding current value
$2.44 Million% of portfolio
1.06%Shares
1 transactions
Others Institutions Holding DUHP
# of Institutions
311Shares Held
196MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc36.9MShares$1.29 Billion0.42% of portfolio
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Mercer Global Advisors Inc Denver, CO30.6MShares$1.07 Billion2.48% of portfolio
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Merriman Wealth Management, LLC8.21MShares$288 Million11.93% of portfolio
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Forum Financial Management, LP Lombard, IL6.84MShares$240 Million4.45% of portfolio
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Vista Wealth Management Group, LLC6.74MShares$236 Million15.86% of portfolio