Sterling Wealth Advisors Inc Dimensional ETF Tr Us Marketwi Transaction History
Sterling Wealth Advisors Inc
- $130 Billion
- Q1 2025
A detailed history of Sterling Wealth Advisors Inc transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Sterling Wealth Advisors Inc holds 6,250 shares of DFUV stock, worth $256,124. This represents 0.2% of its overall portfolio holdings.
Number of Shares
6,250
Previous 6,250
-0.0%
Holding current value
$256,124
Previous $256 Million
0.71%
% of portfolio
0.2%
Previous 0.2%
Shares
1 transactions
Others Institutions Holding DFUV
# of Institutions
729Shares Held
274MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO34.2MShares$1.4 Billion3.28% of portfolio
-
Envestnet Asset Management Inc30.5MShares$1.25 Billion0.42% of portfolio
-
Savant Capital, LLC17.3MShares$709 Million5.4% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$591 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.5MShares$432 Million0.73% of portfolio