Sterling Wealth Advisors Inc Dimensional ETF Tr Transaction History
Sterling Wealth Advisors Inc
- $166 Billion
- Q4 2025
A detailed history of Sterling Wealth Advisors Inc transactions in Dimensional ETF Tr stock. As of the latest transaction made, Sterling Wealth Advisors Inc holds 377,335 shares of DFAI stock, worth $14 Million. This represents 8.68% of its overall portfolio holdings.
Number of Shares
377,335
Previous 380,052
0.71%
Holding current value
$14 Million
Previous $13.9 Billion
3.38%
% of portfolio
8.68%
Previous 8.88%
Shares
5 transactions
Others Institutions Holding DFAI
# of Institutions
730Shares Held
287MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ16.1MShares$598 Million0.73% of portfolio
-
Coldstream Capital Management Inc11.1MShares$411 Million5.61% of portfolio
-
Envestnet Asset Management Inc9.95MShares$369 Million0.11% of portfolio
-
Bank Of America Corp Charlotte, NC8.18MShares$303 Million0.02% of portfolio
-
Wiley Bros. Aintree Capital, LLC8.05MShares$299 Million1.96% of portfolio