Sterling Wealth Management, Inc. Dimensional ETF Tr U S Core Eq Transaction History
Sterling Wealth Management, Inc.
- $268 Billion
- Q3 2024
A detailed history of Sterling Wealth Management, Inc. transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Sterling Wealth Management, Inc. holds 281,401 shares of DFAC stock, worth $9.93 Million. This represents 3.6% of its overall portfolio holdings.
Number of Shares
281,401
Previous 281,566
0.06%
Holding current value
$9.93 Million
Previous $9.08 Billion
6.3%
% of portfolio
3.6%
Previous 4.31%
Shares
4 transactions
Others Institutions Holding DFAC
# of Institutions
921Shares Held
741MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc56.6MShares$2 Billion0.64% of portfolio
-
Mercer Global Advisors Inc Denver, CO50.1MShares$1.77 Billion3.76% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.33 Billion24.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.32 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$626 Million0.28% of portfolio