Sterling Wealth Advisors Inc Dimensional ETF Tr Us Marketwi Transaction History
Sterling Wealth Advisors Inc
- $157 Billion
- Q3 2025
A detailed history of Sterling Wealth Advisors Inc transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Sterling Wealth Advisors Inc holds 6,250 shares of DFUV stock, worth $281,500. This represents 0.18% of its overall portfolio holdings.
Number of Shares
6,250
Previous 6,250
-0.0%
Holding current value
$281,500
Previous $268 Million
3.1%
% of portfolio
0.18%
Previous 0.19%
Shares
1 transactions
Others Institutions Holding DFUV
# of Institutions
767Shares Held
246MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO38.1MShares$1.72 Billion2.9% of portfolio
-
Savant Capital, LLC16.4MShares$737 Million4.1% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$650 Million6.31% of portfolio
-
Balasa Dinverno & Foltz LLC Itasca, IL7.64MShares$344 Million14.27% of portfolio
-
Ci Private Wealth, LLC Miami, FL6.59MShares$297 Million0.47% of portfolio