Sterling Wealth Advisors Inc Dimensional ETF Tr U S Equity Transaction History
Sterling Wealth Advisors Inc
- $130 Billion
- Q1 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 339,279 shares of DFUS stock, worth $21.9 Million. This represents 15.81% of its overall portfolio holdings.
Number of Shares
339,279
Previous 306,475
10.7%
Holding current value
$21.9 Million
Previous $19.5 Billion
5.02%
% of portfolio
15.81%
Previous 15.33%
Shares
2 transactions
Others Institutions Holding DFUS
# of Institutions
761Shares Held
183MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ42.6MShares$2.75 Billion3.81% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$514 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.16MShares$334 Million20.01% of portfolio
-
Plancorp, LLC4.71MShares$305 Million11.37% of portfolio
-
Envestnet Asset Management Inc3.84MShares$248 Million0.08% of portfolio