Sterling Wealth Advisors Inc Dimensional ETF Tr Emerging Mk Transaction History
Sterling Wealth Advisors Inc
- $141 Billion
- Q2 2025
A detailed history of Sterling Wealth Advisors Inc transactions in Dimensional ETF Tr Emerging Mk stock. As of the latest transaction made, Sterling Wealth Advisors Inc holds 28,307 shares of DFEM stock, worth $863,080. This represents 0.6% of its overall portfolio holdings.
Number of Shares
28,307
Previous 27,347
3.51%
Holding current value
$863,080
Previous $724 Million
16.62%
% of portfolio
0.6%
Previous 0.56%
Shares
3 transactions
Others Institutions Holding DFEM
# of Institutions
455Shares Held
166MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL16.6MShares$506 Million8.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL6.49MShares$198 Million0.29% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO6.11MShares$186 Million2.63% of portfolio
-
Truepoint, Inc.4.91MShares$150 Million3.62% of portfolio
-
Sequoia Financial Advisors, LLC4.63MShares$141 Million1.05% of portfolio