Sterling Wealth Advisors Inc Dimensional ETF Tr Short Durat Transaction History
Sterling Wealth Advisors Inc
- $127 Billion
- Q4 2024
A detailed history of Sterling Wealth Advisors Inc transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Sterling Wealth Advisors Inc holds 508,557 shares of DFSD stock, worth $24 Million. This represents 18.7% of its overall portfolio holdings.
Number of Shares
508,557Holding current value
$24 Million% of portfolio
18.7%Shares
1 transactions
Others Institutions Holding DFSD
# of Institutions
282Shares Held
54.2MCall Options Held
0Put Options Held
0-
Beaird Harris Wealth Management, LLC Dallas, TX2.49MShares$118 Million11.0% of portfolio
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Resources Investment Advisors, Llc. Overland Park, KS2.39MShares$113 Million1.35% of portfolio
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Savant Capital, LLC2.31MShares$109 Million0.88% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO2.08MShares$98.2 Million1.09% of portfolio
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Planning Center, Inc.2.05MShares$96.8 Million16.79% of portfolio