Sterling Wealth Advisors Inc Dimensional ETF Tr Short Durat Transaction History

Sterling Wealth Advisors Inc

  • $130 Billion
  • Q1 2025

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 525,014 shares of DFSD stock, worth $25.1 Million. This represents 19.23% of its overall portfolio holdings.

Number of Shares
525,014
Previous 508,557 3.24%
Holding current value
$25.1 Million
Previous $23.8 Billion 4.65%
% of portfolio
19.23%
Previous 18.7%

Shares

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

May 12, 2025
BUY
$46.74 - $47.55 $769,200 - $782,530
16,457 Added 3.24%
525,014 $24.9 Billion
Q4 2024

Jan 28, 2025
BUY
$46.75 - $47.8 $23.8 Million - $24.3 Million
508,557 New
508,557 $23.8 Billion

Others Institutions Holding DFSD

# of Institutions
352
Shares Held
67.9M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR SHORT DURAT

DFSD Quotes by TradingView
  • Ticker DFSD
  • Sector ETFs
  • Industry ETFs
More about DFSD
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