Sterling Wealth Management, Inc. Dimensional ETF Tr U S Core Eq Transaction History
Sterling Wealth Management, Inc.
- $271 Billion
- Q4 2024
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 280,982 shares of DFAC stock, worth $9.74 Million. This represents 3.59% of its overall portfolio holdings.
Number of Shares
280,982
Previous 281,401
0.15%
Holding current value
$9.74 Million
Previous $9.65 Billion
0.72%
% of portfolio
3.59%
Previous 3.6%
Shares
5 transactions
Others Institutions Holding DFAC
# of Institutions
1,092Shares Held
814MCall Options Held
46.6KPut Options Held
600-
Mercer Global Advisors Inc Denver, CO53.8MShares$1.86 Billion4.13% of portfolio
-
Envestnet Asset Management Inc52.2MShares$1.81 Billion0.58% of portfolio
-
Forum Financial Management, LP Lombard, IL37.8MShares$1.31 Billion23.61% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.29 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$602 Million0.23% of portfolio