Sterling Financial Group, Inc. Dimensional ETF Tr Transaction History
Sterling Financial Group, Inc.
- $209 Million
- Q4 2024
A detailed history of Sterling Financial Group, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Sterling Financial Group, Inc. holds 97,849 shares of DFAU stock, worth $4.05 Million. This represents 1.9% of its overall portfolio holdings.
Number of Shares
97,849
Previous 636,590
84.63%
Holding current value
$4.05 Million
Previous $25.3 Million
84.32%
% of portfolio
1.9%
Previous 14.29%
Shares
8 transactions
Others Institutions Holding DFAU
# of Institutions
413Shares Held
108MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC4.82MShares$200 Million2.14% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$172 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.68MShares$152 Million1.87% of portfolio
-
Aquire Wealth Advisors, LLC3.5MShares$145 Million43.58% of portfolio
-
Allworth Financial LP2.88MShares$119 Million0.71% of portfolio