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
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 23, 2026

SELL
$35.82 - $37.52 $97,322 - $101,941
-2,717 Reduced 0.71%
377,335 $14.4 Billion
Q3 2025

Oct 22, 2025

BUY
$34.05 - $36.55 $1.19 Million - $1.27 Million
34,849 Added 10.1%
380,052 $13.9 Billion
Q2 2025

Jul 16, 2025

SELL
$28.02 - $34.71 $408,055 - $505,481
-14,563 Reduced 4.05%
345,203 $11.9 Billion
Q1 2025

May 12, 2025

BUY
$28.88 - $32.4 $187,633 - $210,502
6,497 Added 1.84%
359,766 $11.2 Billion
Q4 2024

Jan 28, 2025

BUY
$29.0 - $31.6 $10.2 Million - $11.2 Million
353,269 New
353,269 $10.3 Billion

Others Institutions Holding DFAI

About DIMENSIONAL ETF TR


  • Ticker DFAI
  • Sector ETFs
  • Industry ETFs
More about DFAI
Track This Portfolio

Track Sterling Wealth Advisors Inc Portfolio

Follow Sterling Wealth Advisors Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sterling Wealth Advisors Inc, based on Form 13F filings with the SEC.

News

Stay updated on Sterling Wealth Advisors Inc with notifications on news.