Sterling Wealth Advisors Inc Dimensional ETF Tr U S Core Eq Call Options Transaction History
Sterling Wealth Advisors Inc
- $157 Billion
- Q3 2025
Call Options
	  0 transactions
	
  | Quarter | Operation | Price Per call | calls change | calls Held | SEC Form | 
|---|
Others Institutions Holding DFAC
# of Institutions
1,149Shares Held
841MCall Options Held
36.6KPut Options Held
7.1K- 
    
      Mercer Global Advisors Inc Denver, CO56.6MShares$2.18 Billion4.2% of portfolio
- 
    
      Envestnet Asset Management Inc54.8MShares$2.11 Billion0.6% of portfolio
- 
    
      Forum Financial Management, LP Lombard, IL40MShares$1.54 Billion23.99% of portfolio
- 
    
      Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.43 Billion13.39% of portfolio
- 
    
      Lpl Financial LLC Fort Mill, SC17.4MShares$671 Million0.22% of portfolio