Sterling Wealth Advisors Inc Dimensional ETF Tr Dimensional Transaction History
Sterling Wealth Advisors Inc
- $141 Billion
- Q2 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 58,175 shares of DFAR stock, worth $1.39 Million. This represents 0.97% of its overall portfolio holdings.
Number of Shares
58,175
Previous 66,581
12.63%
Holding current value
$1.39 Million
Previous $1.58 Billion
13.54%
% of portfolio
0.97%
Previous 1.22%
Shares
3 transactions
Others Institutions Holding DFAR
# of Institutions
266Shares Held
43.9MCall Options Held
27.2KPut Options Held
10K-
Vista Wealth Management Group, LLC3.13MShares$75 Million5.07% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.55MShares$61 Million0.08% of portfolio
-
Prudential Financial Inc Newark, NJ2.34MShares$56.1 Million0.08% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA2.07MShares$49.7 Million10.62% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX1.73MShares$41.5 Million3.75% of portfolio