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 24,977 shares of DFAI stock, worth $767,043. This represents 0.3% of its overall portfolio holdings.
Number of Shares
24,977
Previous 24,969
0.03%
Holding current value
$767,043
Previous $741 Million
7.15%
% of portfolio
0.3%
Previous 0.35%
Shares
3 transactions
Others Institutions Holding DFAI
# of Institutions
557Shares Held
188MCall Options Held
7.8KPut Options Held
0-
Sym Financial Corp6.65MShares$204 Million25.25% of portfolio
-
Bank Of America Corp Charlotte, NC6.04MShares$185 Million0.02% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.58MShares$171 Million17.39% of portfolio
-
Northern Trust Corp Chicago, IL4.32MShares$133 Million0.02% of portfolio
-
Ci Private Wealth, LLC Miami, FL4.21MShares$129 Million0.19% of portfolio