Sterling Wealth Management, Inc. Dimensional ETF Tr Transaction History
Sterling Wealth Management, Inc.
- $271 Billion
- Q4 2024
A detailed history of Sterling Wealth Management, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Sterling Wealth Management, Inc. holds 388,160 shares of DFAE stock, worth $10.3 Million. This represents 3.64% of its overall portfolio holdings.
Number of Shares
388,160
Previous 354,032
9.64%
Holding current value
$10.3 Million
Previous $9.7 Billion
1.48%
% of portfolio
3.64%
Previous 3.62%
Shares
5 transactions
Others Institutions Holding DFAE
# of Institutions
536Shares Held
168MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH15.5MShares$414 Million2.64% of portfolio
-
Retirement Systems Of Alabama12.7MShares$338 Million1.22% of portfolio
-
Mather Group, Llc. Chicago, IL8.94MShares$238 Million2.96% of portfolio
-
Ubs Group Ag5.28MShares$141 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC4.58MShares$122 Million0.01% of portfolio