Sterling Wealth Management, Inc. Dimensional ETF Tr Transaction History
Sterling Wealth Management, Inc.
- $293 Billion
- Q2 2025
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 25,057 shares of DFAI stock, worth $924,603. This represents 0.3% of its overall portfolio holdings.
Number of Shares
25,057
Previous 24,992
0.26%
Holding current value
$924,603
Previous $730 Million
18.7%
% of portfolio
0.3%
Previous 0.27%
Shares
5 transactions
Others Institutions Holding DFAI
# of Institutions
681Shares Held
255MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ16.1MShares$595 Million0.75% of portfolio
-
Envestnet Asset Management Inc9.25MShares$341 Million0.1% of portfolio
-
Bank Of America Corp Charlotte, NC7.55MShares$279 Million0.02% of portfolio
-
Wiley Bros. Aintree Capital, LLC7.21MShares$266 Million1.99% of portfolio
-
Sym Financial Corp6.61MShares$244 Million25.8% of portfolio