Sterling Wealth Advisors Inc Dimensional ETF Tr Dimensional Transaction History
Sterling Wealth Advisors Inc
- $127 Billion
- Q4 2024
A detailed history of Sterling Wealth Advisors Inc transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Sterling Wealth Advisors Inc holds 302,157 shares of DFIC stock, worth $8.08 Million. This represents 6.13% of its overall portfolio holdings.
Number of Shares
302,157Holding current value
$8.08 Million% of portfolio
6.13%Shares
1 transactions
Others Institutions Holding DFIC
# of Institutions
383Shares Held
2.26BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN2.02BShares$54.1 Billion3.13% of portfolio
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Envestnet Asset Management Inc27MShares$722 Million0.25% of portfolio
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Mercer Global Advisors Inc Denver, CO25.7MShares$688 Million1.59% of portfolio
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Forum Financial Management, LP Lombard, IL15.8MShares$422 Million8.47% of portfolio
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Evensky & Katz LLC5.9MShares$158 Million10.81% of portfolio