Sterling Wealth Advisors Inc Dimensional ETF Tr Transaction History
Sterling Wealth Advisors Inc
- $157 Billion
- Q3 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 380,052 shares of DFAI stock, worth $13.9 Million. This represents 8.88% of its overall portfolio holdings.
Number of Shares
380,052
Previous 345,203
10.1%
Holding current value
$13.9 Million
Previous $11.9 Billion
16.8%
% of portfolio
8.88%
Previous 8.43%
Shares
4 transactions
Others Institutions Holding DFAI
# of Institutions
693Shares Held
258MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ16.1MShares$588 Million0.75% of portfolio
-
Envestnet Asset Management Inc9.25MShares$338 Million0.1% of portfolio
-
Bank Of America Corp Charlotte, NC7.55MShares$276 Million0.02% of portfolio
-
Wiley Bros. Aintree Capital, LLC7.21MShares$263 Million1.99% of portfolio
-
Sym Financial Corp6.61MShares$241 Million25.8% of portfolio