Sterling Wealth Advisors Inc Dimensional ETF Tr Core Fxd In Transaction History
Sterling Wealth Advisors Inc
- $141 Billion
- Q2 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 127,971 shares of DFCF stock, worth $5.37 Million. This represents 3.8% of its overall portfolio holdings.
Number of Shares
127,971
Previous 127,094
0.69%
Holding current value
$5.37 Million
Previous $5.35 Billion
0.45%
% of portfolio
3.8%
Previous 4.12%
Shares
3 transactions
Others Institutions Holding DFCF
# of Institutions
429Shares Held
120MCall Options Held
0Put Options Held
0-
Truepoint, Inc.11.3MShares$475 Million13.24% of portfolio
-
Elser Financial Planning, Inc Indianapolis, IN3.66MShares$154 Million9.18% of portfolio
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Beaird Harris Wealth Management, LLC Dallas, TX3MShares$126 Million11.48% of portfolio
-
Sequoia Financial Advisors, LLC2.88MShares$121 Million0.93% of portfolio
-
True Link Financial Advisors, LLC2.82MShares$119 Million8.26% of portfolio