Sterling Financial Group, Inc. Dimensional ETF Tr Transaction History
Sterling Financial Group, Inc.
- $220 Million
- Q1 2025
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 92,211 shares of DFAU stock, worth $3.72 Million. This represents 1.61% of its overall portfolio holdings.
Number of Shares
92,211
Previous 97,849
5.76%
Holding current value
$3.72 Million
Previous $3.96 Million
10.53%
% of portfolio
1.61%
Previous 1.9%
Shares
9 transactions
Others Institutions Holding DFAU
# of Institutions
502Shares Held
133MCall Options Held
30.6KPut Options Held
700-
Sequoia Financial Advisors, LLC5.63MShares$227 Million1.87% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$167 Million5.04% of portfolio
-
Aquire Wealth Advisors, LLC3.76MShares$151 Million44.46% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.53MShares$142 Million1.69% of portfolio
-
Modera Wealth Management, LLC3.52MShares$142 Million1.87% of portfolio