Sterling Wealth Advisors Inc Dimensional ETF Tr Short Durat Transaction History

Sterling Wealth Advisors Inc

  • $141 Billion
  • Q2 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 518,413 shares of DFSD stock, worth $24.8 Million. This represents 17.58% of its overall portfolio holdings.

Number of Shares
518,413
Previous 525,014 1.26%
Holding current value
$24.8 Million
Previous $24.9 Billion 0.43%
% of portfolio
17.58%
Previous 19.23%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 16, 2025
SELL
$47.09 - $48.01 $310,841 - $316,914
-6,601 Reduced 1.26%
518,413 $24.8 Billion
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
360
Shares Held
71.1M
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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