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 1,029,072 shares of DFAU stock, worth $45 Million. This represents 31.2% of its overall portfolio holdings.
Number of Shares
1,029,072
Previous 939,633
9.52%
Holding current value
$45 Million
Previous $36.1 Billion
22.08%
% of portfolio
31.2%
Previous 27.84%
Shares
3 transactions
Others Institutions Holding DFAU
# of Institutions
518Shares Held
140MCall Options Held
30.6KPut Options Held
700-
Sequoia Financial Advisors, LLC6.66MShares$291 Million2.16% of portfolio
-
Rvw Wealth, LLC4.33MShares$189 Million17.14% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$182 Million5.04% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.53MShares$154 Million1.69% of portfolio
-
Modera Wealth Management, LLC3.52MShares$154 Million1.87% of portfolio