Sterling Wealth Management, Inc. Dimensional ETF Tr Dimensional Transaction History
Sterling Wealth Management, Inc.
- $330 Billion
- Q3 2025
A detailed history of Sterling Wealth Management, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Sterling Wealth Management, Inc. holds 92,822 shares of DFIS stock, worth $2.92 Million. This represents 0.89% of its overall portfolio holdings.
Number of Shares
92,822
Previous 82,871
12.01%
Holding current value
$2.92 Million
Previous $2.47 Billion
18.73%
% of portfolio
0.89%
Previous 0.84%
Shares
7 transactions
Others Institutions Holding DFIS
# of Institutions
287Shares Held
114MCall Options Held
0Put Options Held
0-
Jones Financial Companies Lllp34.1MShares$1.07 Billion0.74% of portfolio
-
Matson Money. Inc.12.2MShares$384 Million12.88% of portfolio
-
Natixis Advisors, L.P. Boston, MA7.99MShares$251 Million0.37% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA3.53MShares$111 Million0.47% of portfolio
-
First Citizens Bank & Trust CO3.43MShares$108 Million1.94% of portfolio