Sterling Wealth Management, Inc. Dimensional ETF Tr Transaction History
Sterling Wealth Management, Inc.
- $330 Billion
- Q3 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 24,011 shares of DFAI stock, worth $890,567. This represents 0.26% of its overall portfolio holdings.
Number of Shares
24,011
Previous 25,057
4.17%
Holding current value
$890,567
Previous $866 Million
0.76%
% of portfolio
0.26%
Previous 0.3%
Shares
6 transactions
Others Institutions Holding DFAI
# of Institutions
711Shares Held
283MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ16.1MShares$598 Million0.73% of portfolio
-
Coldstream Capital Management Inc11.1MShares$411 Million5.61% of portfolio
-
Envestnet Asset Management Inc9.95MShares$369 Million0.11% of portfolio
-
Bank Of America Corp Charlotte, NC8.18MShares$303 Million0.02% of portfolio
-
Wiley Bros. Aintree Capital, LLC8.05MShares$299 Million1.96% of portfolio