Sterling Wealth Management, Inc. Dimensional ETF Tr U S Equity Transaction History
Sterling Wealth Management, Inc.
- $268 Billion
- Q3 2024
A detailed history of Sterling Wealth Management, Inc. transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Sterling Wealth Management, Inc. holds 50,073 shares of DFUS stock, worth $3.3 Million. This represents 1.16% of its overall portfolio holdings.
Number of Shares
50,073
Previous 49,977
0.19%
Holding current value
$3.3 Million
Previous $2.94 Billion
5.89%
% of portfolio
1.16%
Previous 1.4%
Shares
4 transactions
Others Institutions Holding DFUS
# of Institutions
674Shares Held
138MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ8.75MShares$577 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$524 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.8MShares$383 Million20.61% of portfolio
-
Plancorp, LLC4.96MShares$327 Million12.66% of portfolio
-
Envestnet Asset Management Inc4.12MShares$272 Million0.08% of portfolio