Sterling Wealth Management, Inc. Dimensional ETF Tr Core Fxd In Transaction History
Sterling Wealth Management, Inc.
- $271 Billion
- Q4 2024
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 211,681 shares of DFCF stock, worth $8.89 Million. This represents 3.23% of its overall portfolio holdings.
Number of Shares
211,681
Previous 172,582
22.66%
Holding current value
$8.89 Million
Previous $7.45 Billion
17.2%
% of portfolio
3.23%
Previous 2.78%
Shares
3 transactions
Others Institutions Holding DFCF
# of Institutions
429Shares Held
120MCall Options Held
0Put Options Held
0-
Truepoint, Inc.11.3MShares$475 Million13.24% of portfolio
-
Elser Financial Planning, Inc Indianapolis, IN3.66MShares$154 Million9.18% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX3MShares$126 Million11.48% of portfolio
-
Sequoia Financial Advisors, LLC2.88MShares$121 Million0.93% of portfolio
-
True Link Financial Advisors, LLC2.82MShares$119 Million8.26% of portfolio