Sterling Wealth Management, Inc. Dimensional ETF Tr Transaction History
Sterling Wealth Management, Inc.
- $268 Billion
- Q3 2024
A detailed history of Sterling Wealth Management, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Sterling Wealth Management, Inc. holds 24,977 shares of DFAI stock, worth $733,324. This represents 0.3% of its overall portfolio holdings.
Number of Shares
24,977
Previous 24,969
0.03%
Holding current value
$733,324
Previous $741 Million
7.15%
% of portfolio
0.3%
Previous 0.35%
Shares
3 transactions
Others Institutions Holding DFAI
# of Institutions
539Shares Held
179MCall Options Held
7.8KPut Options Held
0-
Sym Financial Corp6.3MShares$185 Million26.89% of portfolio
-
Bank Of America Corp Charlotte, NC6.04MShares$177 Million0.02% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.44MShares$160 Million17.91% of portfolio
-
Northern Trust Corp Chicago, IL4.32MShares$127 Million0.02% of portfolio
-
Ci Private Wealth, LLC Miami, FL4.21MShares$124 Million0.19% of portfolio