Sterling Wealth Management, Inc. Dimensional ETF Tr Core Fxd In Transaction History
Sterling Wealth Management, Inc.
- $268 Billion
- Q3 2024
A detailed history of Sterling Wealth Management, Inc. transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Sterling Wealth Management, Inc. holds 172,582 shares of DFCF stock, worth $7.11 Million. This represents 2.78% of its overall portfolio holdings.
Number of Shares
172,582
Previous 34,109
405.97%
Holding current value
$7.11 Million
Previous $1.42 Billion
426.07%
% of portfolio
2.78%
Previous 0.67%
Shares
2 transactions
Others Institutions Holding DFCF
# of Institutions
332Shares Held
88.3MCall Options Held
0Put Options Held
0-
Truepoint, Inc.10.5MShares$432 Million12.4% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.9MShares$119 Million11.58% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.66MShares$110 Million23.84% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.43MShares$100 Million1.24% of portfolio
-
Great Waters Wealth Management Minneapolis, MN2.08MShares$85.7 Million12.12% of portfolio