Sterling Wealth Advisors Inc Dimensional ETF Tr Transaction History
Sterling Wealth Advisors Inc
- $127 Billion
- Q4 2024
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 949,403 shares of DFAU stock, worth $39.7 Million. This represents 30.16% of its overall portfolio holdings.
Number of Shares
949,403Holding current value
$39.7 Million% of portfolio
30.16%Shares
1 transactions
Others Institutions Holding DFAU
# of Institutions
423Shares Held
2.09BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN1.98BShares$82.9 Billion4.8% of portfolio
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Sequoia Financial Advisors, LLC4.82MShares$202 Million2.14% of portfolio
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Parsec Financial Management, Inc.4.15MShares$174 Million5.04% of portfolio
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Modera Wealth Management, LLC3.68MShares$154 Million1.87% of portfolio
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Aquire Wealth Advisors, LLC3.5MShares$146 Million43.58% of portfolio