Sterling Wealth Management, Inc. Dimensional ETF Tr U S Core Eq Transaction History
Sterling Wealth Management, Inc.
- $293 Billion
- Q2 2025
A detailed history of Sterling Wealth Management, Inc. transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Sterling Wealth Management, Inc. holds 277,841 shares of DFAC stock, worth $10.8 Million. This represents 3.39% of its overall portfolio holdings.
Number of Shares
277,841
Previous 280,982
1.12%
Holding current value
$10.8 Million
Previous $9.72 Billion
2.46%
% of portfolio
3.39%
Previous 3.59%
Shares
6 transactions
Others Institutions Holding DFAC
# of Institutions
1,135Shares Held
835MCall Options Held
36.6KPut Options Held
7.1K-
Mercer Global Advisors Inc Denver, CO56.6MShares$2.19 Billion4.2% of portfolio
-
Envestnet Asset Management Inc54.8MShares$2.13 Billion0.6% of portfolio
-
Forum Financial Management, LP Lombard, IL38.9MShares$1.51 Billion24.19% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.45 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$677 Million0.22% of portfolio