Sterling Wealth Management, Inc. Dimensional ETF Tr U S Small C Transaction History
Sterling Wealth Management, Inc.
- $330 Billion
- Q3 2025
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 177,175 shares of DFAS stock, worth $11.9 Million. This represents 3.68% of its overall portfolio holdings.
Number of Shares
177,175
Previous 171,771
3.15%
Holding current value
$11.9 Million
Previous $10.9 Billion
10.84%
% of portfolio
3.68%
Previous 3.73%
Shares
7 transactions
Others Institutions Holding DFAS
# of Institutions
869Shares Held
137MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS22.7MShares$1.52 Billion1.2% of portfolio
-
Northern Trust Corp Chicago, IL8.08MShares$543 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC6.61MShares$444 Million0.03% of portfolio
-
Index Fund Advisors, Inc.5.86MShares$393 Million20.21% of portfolio
-
Pure Financial Advisors, LLC2.95MShares$198 Million3.33% of portfolio