Sterling Wealth Management, Inc. Dimensional ETF Tr Short Durat Transaction History
Sterling Wealth Management, Inc.
- $271 Billion
- Q4 2024
A detailed history of Sterling Wealth Management, Inc. transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Sterling Wealth Management, Inc. holds 151,785 shares of DFSD stock, worth $7.16 Million. This represents 2.63% of its overall portfolio holdings.
Number of Shares
151,785
Previous 131,576
15.36%
Holding current value
$7.16 Million
Previous $6.28 Billion
13.28%
% of portfolio
2.63%
Previous 2.34%
Shares
3 transactions
Others Institutions Holding DFSD
# of Institutions
326Shares Held
65.8MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH4.17MShares$197 Million1.31% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.98MShares$141 Million2.55% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.71MShares$128 Million1.54% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.59MShares$122 Million11.2% of portfolio
-
Savant Capital, LLC2.31MShares$109 Million0.88% of portfolio