Sterling Wealth Management, Inc. Dimensional ETF Tr Us Marketwi Transaction History
Sterling Wealth Management, Inc.
- $268 Billion
- Q3 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 297,709 shares of DFUV stock, worth $12.8 Million. This represents 4.63% of its overall portfolio holdings.
Number of Shares
297,709
Previous 300,669
0.98%
Holding current value
$12.8 Million
Previous $11.8 Billion
5.12%
% of portfolio
4.63%
Previous 5.6%
Shares
4 transactions
Others Institutions Holding DFUV
# of Institutions
657Shares Held
269MCall Options Held
300Put Options Held
0-
Mercer Global Advisors Inc Denver, CO35.3MShares$1.51 Billion3.22% of portfolio
-
Envestnet Asset Management Inc33MShares$1.42 Billion0.46% of portfolio
-
Savant Capital, LLC18MShares$771 Million5.98% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$619 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.9MShares$467 Million0.65% of portfolio