Sterling Wealth Advisors Inc Dimensional ETF Tr Transaction History
Sterling Wealth Advisors Inc
- $130 Billion
- Q1 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 359,766 shares of DFAI stock, worth $12.2 Million. This represents 8.66% of its overall portfolio holdings.
Number of Shares
359,766
Previous 353,269
1.84%
Holding current value
$12.2 Million
Previous $10.3 Billion
8.92%
% of portfolio
8.66%
Previous 8.09%
Shares
2 transactions
Others Institutions Holding DFAI
# of Institutions
644Shares Held
235MCall Options Held
500Put Options Held
0-
Prudential Financial Inc Newark, NJ18.8MShares$634 Million0.87% of portfolio
-
Envestnet Asset Management Inc7.43MShares$251 Million0.08% of portfolio
-
Bank Of America Corp Charlotte, NC7.01MShares$237 Million0.02% of portfolio
-
Sym Financial Corp6.67MShares$225 Million25.84% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.71MShares$193 Million18.44% of portfolio