Sterling Wealth Advisors Inc Dimensional ETF Tr Core Fxd In Transaction History
Sterling Wealth Advisors Inc
- $127 Billion
- Q4 2024
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 132,244 shares of DFCF stock, worth $5.47 Million. This represents 4.28% of its overall portfolio holdings.
Number of Shares
132,244Holding current value
$5.47 Million% of portfolio
4.28%Shares
1 transactions
Others Institutions Holding DFCF
# of Institutions
410Shares Held
119MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH11.6MShares$478 Million3.2% of portfolio
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Truepoint, Inc.11.1MShares$460 Million12.57% of portfolio
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Beaird Harris Wealth Management, LLC Dallas, TX2.97MShares$123 Million11.32% of portfolio
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Factory Mutual Insurance CO Waltham, MA2.79MShares$116 Million1.39% of portfolio
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Wp Wealth LLP Fort Worth, TX2.77MShares$115 Million23.4% of portfolio