Sterling Wealth Advisors Inc Dimensional ETF Tr U S Equity Transaction History
Sterling Wealth Advisors Inc
- $127 Billion
- Q4 2024
A detailed history of Sterling Wealth Advisors Inc transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Sterling Wealth Advisors Inc holds 306,475 shares of DFUS stock, worth $19.7 Million. This represents 15.33% of its overall portfolio holdings.
Number of Shares
306,475Holding current value
$19.7 Million% of portfolio
15.33%Shares
1 transactions
Others Institutions Holding DFUS
# of Institutions
724Shares Held
162MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ26.4MShares$1.7 Billion2.38% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$513 Million5.21% of portfolio
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Index Fund Advisors, Inc.5.8MShares$374 Million20.61% of portfolio
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Plancorp, LLC4.79MShares$309 Million12.62% of portfolio
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Envestnet Asset Management Inc4.04MShares$260 Million0.09% of portfolio