Sterling Wealth Management, Inc. Dimensional ETF Tr U S Small C Transaction History
Sterling Wealth Management, Inc.
- $271 Billion
- Q4 2024
A detailed history of Sterling Wealth Management, Inc. transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Sterling Wealth Management, Inc. holds 169,528 shares of DFAS stock, worth $10.5 Million. This represents 4.07% of its overall portfolio holdings.
Number of Shares
169,528
Previous 162,483
4.34%
Holding current value
$10.5 Million
Previous $10.5 Billion
4.69%
% of portfolio
4.07%
Previous 3.93%
Shares
5 transactions
Others Institutions Holding DFAS
# of Institutions
820Shares Held
126MCall Options Held
0Put Options Held
100-
Creative Planning Overland Park, KS16.8MShares$1.04 Billion0.95% of portfolio
-
Northern Trust Corp Chicago, IL7.97MShares$495 Million0.07% of portfolio
-
Index Fund Advisors, Inc.5.85MShares$363 Million22.41% of portfolio
-
Bank Of America Corp Charlotte, NC5.38MShares$334 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$169 Million1.82% of portfolio