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 $5.55 Million. This represents 4.28% of its overall portfolio holdings.
Number of Shares
132,244Holding current value
$5.55 Million% of portfolio
4.28%Shares
1 transactions
Others Institutions Holding DFCF
# of Institutions
407Shares Held
3.56BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN3.44BShares$144 Billion8.57% of portfolio
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Essential Planning, Llc. Portsmouth, NH11.6MShares$485 Million3.2% of portfolio
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Truepoint, Inc.11.1MShares$467 Million12.57% of portfolio
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Beaird Harris Wealth Management, LLC Dallas, TX2.97MShares$125 Million11.32% of portfolio
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Wp Wealth LLP Fort Worth, TX2.77MShares$117 Million23.4% of portfolio