Sterling Wealth Advisors Inc Dimensional ETF Tr Transaction History
Sterling Wealth Advisors Inc
- $127 Billion
- Q4 2024
A detailed history of Sterling Wealth Advisors Inc transactions in Dimensional ETF Tr stock. As of the latest transaction made, Sterling Wealth Advisors Inc holds 210,010 shares of DFAE stock, worth $5.39 Million. This represents 4.18% of its overall portfolio holdings.
Number of Shares
210,010Holding current value
$5.39 Million% of portfolio
4.18%Shares
1 transactions
Others Institutions Holding DFAE
# of Institutions
536Shares Held
168MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH15.5MShares$399 Million2.64% of portfolio
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Retirement Systems Of Alabama12.7MShares$325 Million1.22% of portfolio
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Mather Group, Llc. Chicago, IL8.94MShares$230 Million2.96% of portfolio
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Ubs Group Ag5.28MShares$136 Million0.03% of portfolio
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Bank Of America Corp Charlotte, NC4.58MShares$118 Million0.01% of portfolio