Sterling Wealth Management, Inc. Dimensional ETF Tr U S Equity Transaction History
Sterling Wealth Management, Inc.
- $211 Billion
- Q2 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 49,977 shares of DFUS stock, worth $2.97 Million. This represents 1.4% of its overall portfolio holdings.
Number of Shares
49,977
Previous 50,413
0.86%
Holding current value
$2.97 Million
Previous $2.87 Billion
2.39%
% of portfolio
1.4%
Previous 1.43%
Shares
3 transactions
Others Institutions Holding DFUS
# of Institutions
623Shares Held
122MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$473 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.92MShares$352 Million20.2% of portfolio
-
Plancorp, LLC5.04MShares$300 Million12.91% of portfolio
-
Envestnet Asset Management Inc4.15MShares$247 Million0.09% of portfolio
-
Creative Planning Overland Park, KS3.71MShares$221 Million0.23% of portfolio