Sterling Wealth Management, Inc. Dimensional ETF Tr Dimensional Transaction History
Sterling Wealth Management, Inc.
- $211 Billion
- Q2 2024
A detailed history of Sterling Wealth Management, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Sterling Wealth Management, Inc. holds 69,545 shares of DUHP stock, worth $2.33 Million. This represents 1.06% of its overall portfolio holdings.
Number of Shares
69,545Holding current value
$2.33 Million% of portfolio
1.06%Shares
1 transactions
Others Institutions Holding DUHP
# of Institutions
300Shares Held
183MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO30.6MShares$1.03 Billion2.48% of portfolio
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Envestnet Asset Management Inc29.4MShares$987 Million0.33% of portfolio
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Merriman Wealth Management, LLC8.21MShares$275 Million11.93% of portfolio
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Vista Wealth Management Group, LLC6.75MShares$227 Million16.37% of portfolio
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Forum Financial Management, LP Lombard, IL6.68MShares$224 Million4.41% of portfolio