Sterling Wealth Management, Inc. Dimensional ETF Tr U S Target 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 Target stock. As of the latest transaction made, Sterling Wealth Management, Inc. holds 185,310 shares of DFAT stock, worth $10.4 Million. This represents 4.56% of its overall portfolio holdings.
Number of Shares
185,310
Previous 161,790
14.54%
Holding current value
$10.4 Million
Previous $8.81 Billion
9.15%
% of portfolio
4.56%
Previous 4.38%
Shares
3 transactions
Others Institutions Holding DFAT
# of Institutions
655Shares Held
156MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$791 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$696 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.78MShares$491 Million9.32% of portfolio
-
Index Fund Advisors, Inc.7.37MShares$412 Million22.37% of portfolio
-
Savant Capital, LLC5.19MShares$290 Million2.46% of portfolio