Sterling Wealth Advisors Inc Dimensional ETF Tr Dimensional Transaction History
Sterling Wealth Advisors Inc
- $130 Billion
- Q1 2025
A detailed history of Sterling Wealth Advisors Inc transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Sterling Wealth Advisors Inc holds 66,581 shares of DFAR stock, worth $1.57 Million. This represents 1.22% of its overall portfolio holdings.
Number of Shares
66,581
Previous 65,619
1.47%
Holding current value
$1.57 Million
Previous $1.53 Billion
3.65%
% of portfolio
1.22%
Previous 1.2%
Shares
2 transactions
Others Institutions Holding DFAR
# of Institutions
263Shares Held
43.3MCall Options Held
27.2KPut Options Held
10K-
Vista Wealth Management Group, LLC3.13MShares$73.8 Million5.07% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.55MShares$60 Million0.08% of portfolio
-
Prudential Financial Inc Newark, NJ2.34MShares$55.2 Million0.08% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA2.01MShares$47.5 Million11.74% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX1.73MShares$40.8 Million3.75% of portfolio