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 $8.9 Million. This represents 3.23% of its overall portfolio holdings.
Number of Shares
211,681
Previous 172,582
22.66%
Holding current value
$8.9 Million
Previous $7.45 Billion
17.2%
% of portfolio
3.23%
Previous 2.78%
Shares
3 transactions
Others Institutions Holding DFCF
# of Institutions
407Shares Held
3.56BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN3.44BShares$145 Billion8.57% of portfolio
-
Essential Planning, Llc. Portsmouth, NH11.6MShares$486 Million3.2% of portfolio
-
Truepoint, Inc.11.1MShares$467 Million12.57% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.97MShares$125 Million11.32% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.77MShares$117 Million23.4% of portfolio