Sterling Wealth Management, Inc. Dimensional ETF Tr U S Small C Transaction History
Sterling Wealth Management, Inc.
- $268 Billion
- Q3 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 162,483 shares of DFAS stock, worth $11.4 Million. This represents 3.93% of its overall portfolio holdings.
Number of Shares
162,483
Previous 131,113
23.93%
Holding current value
$11.4 Million
Previous $7.88 Billion
33.79%
% of portfolio
3.93%
Previous 3.74%
Shares
4 transactions
Others Institutions Holding DFAS
# of Institutions
687Shares Held
107MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS11.2MShares$785 Million0.72% of portfolio
-
Northern Trust Corp Chicago, IL7MShares$490 Million0.08% of portfolio
-
Index Fund Advisors, Inc.6.66MShares$466 Million23.57% of portfolio
-
Bank Of America Corp Charlotte, NC4.91MShares$344 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$191 Million1.82% of portfolio