Sterling Wealth Advisors Inc Dimensional ETF Tr Dimensional Transaction History

Sterling Wealth Advisors Inc

  • $130 Billion
  • Q1 2025

A detailed history of Sterling Wealth Advisors Inc transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Sterling Wealth Advisors Inc holds 325,826 shares of DFIC stock, worth $9.97 Million. This represents 6.97% of its overall portfolio holdings.

Number of Shares
325,826
Previous 302,157 7.83%
Holding current value
$9.97 Million
Previous $7.81 Billion 15.86%
% of portfolio
6.97%
Previous 6.13%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 12, 2025
BUY
$25.54 - $28.79 $604,506 - $681,430
23,669 Added 7.83%
325,826 $9.05 Billion
Q4 2024

Jan 28, 2025
BUY
$25.61 - $28.0 $7.74 Million - $8.46 Million
302,157 New
302,157 $7.81 Billion

Others Institutions Holding DFIC

# of Institutions
471
Shares Held
279M
Call Options Held
6.6K
Put Options Held
3.9K
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DFIC Quotes by TradingView
  • Ticker DFIC
  • Sector ETFs
  • Industry ETFs
More about DFIC
Track This Portfolio

Track Sterling Wealth Advisors Inc Portfolio

Follow Sterling Wealth Advisors Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sterling Wealth Advisors Inc, based on Form 13F filings with the SEC.

News

Stay updated on Sterling Wealth Advisors Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email