Sterling Wealth Advisors Inc Dimensional ETF Tr Emerging Mk Transaction History
Sterling Wealth Advisors Inc
- $130 Billion
- Q1 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 27,347 shares of DFEM stock, worth $772,826. This represents 0.56% of its overall portfolio holdings.
Number of Shares
27,347
Previous 24,636
11.0%
Holding current value
$772,826
Previous $645 Million
12.15%
% of portfolio
0.56%
Previous 0.51%
Shares
2 transactions
Others Institutions Holding DFEM
# of Institutions
442Shares Held
160MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL16.6MShares$469 Million8.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL6.49MShares$183 Million0.29% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO6.11MShares$173 Million2.63% of portfolio
-
Truepoint, Inc.4.91MShares$139 Million3.62% of portfolio
-
High Tower Advisors, LLC Chicago, IL4.48MShares$126 Million0.17% of portfolio