Sterling Wealth Advisors Inc Dimensional ETF Tr Dimensional Transaction History
Sterling Wealth Advisors Inc
- $157 Billion
- Q3 2025
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 326,151 shares of DFIC stock, worth $10.9 Million. This represents 6.84% of its overall portfolio holdings.
Number of Shares
326,151
Previous 326,151
-0.0%
Holding current value
$10.9 Million
Previous $10.1 Billion
5.79%
% of portfolio
6.84%
Previous 7.17%
Shares
3 transactions
Others Institutions Holding DFIC
# of Institutions
525Shares Held
282MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO34.9MShares$1.16 Billion1.95% of portfolio
-
Forum Financial Management, LP Lombard, IL16.5MShares$552 Million8.43% of portfolio
-
Evensky & Katz LLC6.16MShares$205 Million11.71% of portfolio
-
High Tower Advisors, LLC Chicago, IL5.1MShares$170 Million0.2% of portfolio
-
Envestnet Asset Management Inc4.79MShares$160 Million0.05% of portfolio