Sterling Wealth Advisors Inc Dimensional ETF Tr Core Fxd In Transaction History
Sterling Wealth Advisors Inc
- $157 Billion
- Q3 2025
A detailed history of Sterling Wealth Advisors Inc transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Sterling Wealth Advisors Inc holds 177,481 shares of DFCF stock, worth $7.65 Million. This represents 4.89% of its overall portfolio holdings.
Number of Shares
177,481
Previous 127,971
38.69%
Holding current value
$7.65 Million
Previous $5.37 Billion
42.69%
% of portfolio
4.89%
Previous 3.8%
Shares
4 transactions
Others Institutions Holding DFCF
# of Institutions
429Shares Held
118MCall Options Held
0Put Options Held
0-
Truepoint, Inc.11.5MShares$496 Million12.43% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX3.04MShares$131 Million10.8% of portfolio
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True Link Financial Advisors, LLC2.82MShares$122 Million8.26% of portfolio
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Factory Mutual Insurance CO Waltham, MA2.79MShares$120 Million1.31% of portfolio
-
Great Waters Wealth Management Minneapolis, MN2.76MShares$119 Million13.94% of portfolio