Sterling Wealth Advisors Inc Dimensional ETF Tr Dimensional Transaction History
Sterling Wealth Advisors Inc
- $157 Billion
- Q3 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 326,151 shares of DFIC stock, worth $10.7 Million. This represents 6.84% of its overall portfolio holdings.
Number of Shares
326,151
Previous 326,151
-0.0%
Holding current value
$10.7 Million
Previous $10.1 Billion
5.79%
% of portfolio
6.84%
Previous 7.17%
Shares
3 transactions
Others Institutions Holding DFIC
# of Institutions
522Shares Held
300MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO31.7MShares$1.04 Billion2.04% of portfolio
-
Envestnet Asset Management Inc28.8MShares$945 Million0.27% of portfolio
-
Forum Financial Management, LP Lombard, IL16.5MShares$543 Million8.43% of portfolio
-
Evensky & Katz LLC6.15MShares$202 Million11.67% of portfolio
-
High Tower Advisors, LLC Chicago, IL5.09MShares$167 Million0.21% of portfolio