Sterling Wealth Management, Inc. Dimensional ETF Tr Dimensional Transaction History
Sterling Wealth Management, Inc.
- $271 Billion
- Q4 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 350,441 shares of DUHP stock, worth $12.3 Million. This represents 4.37% of its overall portfolio holdings.
Number of Shares
350,441
Previous 275,920
27.01%
Holding current value
$12.3 Million
Previous $9.4 Billion
25.96%
% of portfolio
4.37%
Previous 3.51%
Shares
3 transactions
Others Institutions Holding DUHP
# of Institutions
389Shares Held
219MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc38.2MShares$1.35 Billion0.43% of portfolio
-
Mercer Global Advisors Inc Denver, CO35.7MShares$1.26 Billion2.98% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$287 Million11.99% of portfolio
-
Vista Wealth Management Group, LLC6.91MShares$243 Million15.68% of portfolio
-
Forum Financial Management, LP Lombard, IL6.87MShares$242 Million4.6% of portfolio