Sterling Wealth Management, Inc. Dimensional ETF Tr Transaction History
Sterling Wealth Management, Inc.
- $268 Billion
- Q3 2024
A detailed history of Sterling Wealth Management, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Sterling Wealth Management, Inc. holds 354,032 shares of DFAE stock, worth $9.07 Million. This represents 3.62% of its overall portfolio holdings.
Number of Shares
354,032
Previous 253,624
39.59%
Holding current value
$9.07 Million
Previous $6.56 Billion
47.9%
% of portfolio
3.62%
Previous 3.11%
Shares
4 transactions
Others Institutions Holding DFAE
# of Institutions
485Shares Held
146MCall Options Held
0Put Options Held
0-
Retirement Systems Of Alabama12.7MShares$324 Million1.22% of portfolio
-
Mather Group, Llc. Chicago, IL8.94MShares$229 Million2.96% of portfolio
-
Ubs Group Ag5.26MShares$135 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC4.54MShares$116 Million0.01% of portfolio
-
Foster Group, Inc.3.55MShares$91 Million3.58% of portfolio