Sterling Wealth Management, Inc. Dimensional ETF Tr U S Small C Transaction History
Sterling Wealth Management, Inc.
- $211 Billion
- Q2 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 131,113 shares of DFAS stock, worth $8.6 Million. This represents 3.74% of its overall portfolio holdings.
Number of Shares
131,113
Previous 120,668
8.66%
Holding current value
$8.6 Million
Previous $7.52 Billion
4.72%
% of portfolio
3.74%
Previous 3.74%
Shares
3 transactions
Others Institutions Holding DFAS
# of Institutions
673Shares Held
106MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS11.2MShares$735 Million0.72% of portfolio
-
Northern Trust Corp Chicago, IL6.97MShares$457 Million0.07% of portfolio
-
Index Fund Advisors, Inc.6.66MShares$437 Million23.57% of portfolio
-
Bank Of America Corp Charlotte, NC4.45MShares$291 Million0.02% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$179 Million1.82% of portfolio