Sterling Wealth Management, Inc. Dimensional ETF Tr Core Fxd In Transaction History
Sterling Wealth Management, Inc.
- $293 Billion
- Q2 2025
A detailed history of Sterling Wealth Management, Inc. transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Sterling Wealth Management, Inc. holds 349,249 shares of DFCF stock, worth $15 Million. This represents 5.03% of its overall portfolio holdings.
Number of Shares
349,249
Previous 211,681
64.99%
Holding current value
$15 Million
Previous $8.74 Billion
68.95%
% of portfolio
5.03%
Previous 3.23%
Shares
4 transactions
Others Institutions Holding DFCF
# of Institutions
426Shares Held
119MCall Options Held
0Put Options Held
0-
Truepoint, Inc.11.5MShares$494 Million12.43% of portfolio
-
Elser Financial Planning, Inc Indianapolis, IN3.66MShares$157 Million9.18% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX3.04MShares$130 Million10.8% of portfolio
-
True Link Financial Advisors, LLC2.82MShares$121 Million8.26% of portfolio
-
Factory Mutual Insurance CO Waltham, MA2.79MShares$120 Million1.31% of portfolio