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

Jul 16, 2025

SELL
$53.65 - $67.02 $1.49 Million - $1.86 Million
-27,815 Reduced 8.2%
311,464 $21.1 Billion
Q1 2025

May 12, 2025

BUY
$59.61 - $66.71 $1.96 Million - $2.19 Million
32,804 Added 10.7%
339,279 $20.5 Billion
Q4 2024

Jan 28, 2025

BUY
$61.52 - $66.5 $18.9 Million - $20.4 Million
306,475 New
306,475 $19.5 Billion

Others Institutions Holding DFUS

About DIMENSIONAL ETF TR U S EQUITY


  • Ticker DFUS
  • Sector ETFs
  • Industry ETFs
More about DFUS
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