Sterling Wealth Advisors Inc Dimensional ETF Tr U S Equity Transaction History
Sterling Wealth Advisors Inc
- $141 Billion
- Q2 2025
A detailed history of Sterling Wealth Advisors Inc transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Sterling Wealth Advisors Inc holds 311,464 shares of DFUS stock, worth $21.5 Million. This represents 14.91% of its overall portfolio holdings.
Number of Shares
311,464
Previous 339,279
8.2%
Holding current value
$21.5 Million
Previous $20.5 Billion
2.72%
% of portfolio
14.91%
Previous 15.81%
Shares
3 transactions
Others Institutions Holding DFUS
# of Institutions
780Shares Held
194MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ42.6MShares$2.94 Billion3.81% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$550 Million5.21% of portfolio
-
Maseco LLP London,7.9MShares$546 Million20.12% of portfolio
-
Index Fund Advisors, Inc.5.05MShares$349 Million19.78% of portfolio
-
Plancorp, LLC4.6MShares$318 Million10.8% of portfolio