Sterling Wealth Management, Inc. Dimensional ETF Tr U S Equity Transaction History
Sterling Wealth Management, Inc.
- $271 Billion
- Q4 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 50,209 shares of DFUS stock, worth $3.11 Million. This represents 1.18% of its overall portfolio holdings.
Number of Shares
50,209
Previous 50,073
0.27%
Holding current value
$3.11 Million
Previous $3.11 Billion
2.77%
% of portfolio
1.18%
Previous 1.16%
Shares
5 transactions
Others Institutions Holding DFUS
# of Institutions
727Shares Held
163MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ26.4MShares$1.63 Billion2.38% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$492 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.8MShares$359 Million20.61% of portfolio
-
Plancorp, LLC4.79MShares$296 Million12.62% of portfolio
-
Envestnet Asset Management Inc4.04MShares$250 Million0.09% of portfolio