Sterling Wealth Advisors Inc Dimensional ETF Tr Transaction History

Sterling Wealth Advisors Inc

  • $141 Billion
  • Q2 2025

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 213,560 shares of DFAE stock, worth $6.36 Million. This represents 4.38% of its overall portfolio holdings.

Number of Shares
213,560
Previous 215,177 0.75%
Holding current value
$6.36 Million
Previous $5.57 Billion 11.21%
% of portfolio
4.38%
Previous 4.29%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 16, 2025
SELL
$22.87 - $28.95 $36,980 - $46,812
-1,617 Reduced 0.75%
213,560 $6.2 Billion
Q1 2025

May 12, 2025
BUY
$24.64 - $26.86 $127,314 - $138,785
5,167 Added 2.46%
215,177 $5.57 Billion
Q4 2024

Jan 28, 2025
BUY
$25.36 - $28.15 $5.33 Million - $5.91 Million
210,010 New
210,010 $5.33 Billion

Others Institutions Holding DFAE

# of Institutions
580
Shares Held
166M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAE Quotes by TradingView
  • Ticker DFAE
  • Sector ETFs
  • Industry ETFs
More about DFAE
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