Sterling Wealth Management, Inc. Dimensional ETF Tr U S Equity Transaction History
Sterling Wealth Management, Inc.
- $271 Billion
- Q4 2024
A detailed history of Sterling Wealth Management, Inc. transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Sterling Wealth Management, Inc. holds 50,209 shares of DFUS stock, worth $3.23 Million. This represents 1.18% of its overall portfolio holdings.
Number of Shares
50,209
Previous 50,073
0.27%
Holding current value
$3.23 Million
Previous $3.11 Billion
2.77%
% of portfolio
1.18%
Previous 1.16%
Shares
5 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
-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$513 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.8MShares$374 Million20.61% of portfolio
-
Plancorp, LLC4.79MShares$309 Million12.62% of portfolio
-
Envestnet Asset Management Inc4.04MShares$260 Million0.09% of portfolio