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 1,053,325 shares of DFAU stock, worth $48.1 Million. This represents 30.59% of its overall portfolio holdings.
Number of Shares
1,053,325
Previous 1,029,072
2.36%
Holding current value
$48.1 Million
Previous $44.1 Billion
8.71%
% of portfolio
30.59%
Previous 31.2%
Shares
4 transactions
Others Institutions Holding DFAU
# of Institutions
536Shares Held
138MCall Options Held
58.3KPut Options Held
0-
Rvw Wealth, LLC4.5MShares$205 Million17.72% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$190 Million5.04% of portfolio
-
Allworth Financial LP3.81MShares$174 Million0.8% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.77MShares$172 Million1.91% of portfolio
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Aquire Wealth Advisors, LLC3.61MShares$165 Million40.64% of portfolio