Sterling Wealth Advisors Inc Dimensional ETF Tr Short Durat Transaction History
Sterling Wealth Advisors Inc
- $127 Billion
- Q4 2024
A detailed history of Sterling Wealth Advisors Inc transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Sterling Wealth Advisors Inc holds 508,557 shares of DFSD stock, worth $24.1 Million. This represents 18.7% of its overall portfolio holdings.
Number of Shares
508,557Holding current value
$24.1 Million% of portfolio
18.7%Shares
1 transactions
Others Institutions Holding DFSD
# of Institutions
332Shares Held
66MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH4.17MShares$198 Million1.31% of portfolio
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Buckingham Strategic Partners Saint Louis, MO2.98MShares$141 Million2.55% of portfolio
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Resources Investment Advisors, Llc. Overland Park, KS2.71MShares$129 Million1.54% of portfolio
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Beaird Harris Wealth Management, LLC Dallas, TX2.59MShares$123 Million11.2% of portfolio
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Savant Capital, LLC2.31MShares$109 Million0.88% of portfolio