Sterling Wealth Management, Inc. Dimensional ETF Tr Us Marketwi Transaction History
Sterling Wealth Management, Inc.
- $271 Billion
- Q4 2024
A detailed history of Sterling Wealth Management, Inc. transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Sterling Wealth Management, Inc. holds 297,739 shares of DFUV stock, worth $13 Million. This represents 4.5% of its overall portfolio holdings.
Number of Shares
297,739
Previous 297,709
0.01%
Holding current value
$13 Million
Previous $12.4 Billion
1.84%
% of portfolio
4.5%
Previous 4.63%
Shares
5 transactions
Others Institutions Holding DFUV
# of Institutions
739Shares Held
276MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO34.2MShares$1.49 Billion3.28% of portfolio
-
Envestnet Asset Management Inc30.5MShares$1.33 Billion0.42% of portfolio
-
Savant Capital, LLC17.3MShares$752 Million5.4% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$628 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.5MShares$458 Million0.73% of portfolio