Sterling Wealth Management, Inc. Dimensional ETF Tr Transaction History
Sterling Wealth Management, Inc.
- $211 Billion
- Q2 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 24,969 shares of DFAI stock, worth $764,051. This represents 0.35% of its overall portfolio holdings.
Number of Shares
24,969
Previous 24,969
-0.0%
Holding current value
$764,051
Previous $755 Million
1.82%
% of portfolio
0.35%
Previous 0.38%
Shares
2 transactions
Others Institutions Holding DFAI
# of Institutions
529Shares Held
164MCall Options Held
400Put Options Held
0-
Sym Financial Corp6.24MShares$191 Million29.57% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.44MShares$166 Million17.91% of portfolio
-
Bank Of America Corp Charlotte, NC5.11MShares$156 Million0.01% of portfolio
-
Northern Trust Corp Chicago, IL4.24MShares$130 Million0.02% of portfolio
-
Ci Private Wealth, LLC Miami, FL4.14MShares$127 Million0.22% of portfolio