Sterling Wealth Advisors »

Dimensional Etf Trust shares owned by Sterling Wealth Advisors

Quarter-by-quarter ownership of Dimensional Etf Trust (DFAE) shares owned by Sterling Wealth Advisors from 13F filings

Historical chart of Sterling Wealth Advisors investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Dimensional Etf Trust held by Sterling Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Dimensional Etf Trust by Sterling Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $7.2M 224k 32.03
2025-06-30 $6.2M 214k 29.01
2025-03-31 $5.6M 215k 25.89
2024-12-31 $5.3M 210k 25.37

More positions owned by Sterling Wealth Advisors

Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Tr Intl Sel Div Etf (IDV)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Div Grwth (DGRO)
Dimensional Etf Trust Global Real Est (DFGR)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Emerging Mkts Co (DFEM)

View all positions for Sterling Wealth Advisors

Top funds holding Dimensional Etf Trust

Retirement Systems of Alabama
Mather Group
FMR
UBS Group
Coldstream Capital Management
Foster Group
Mariner Wealth Advisors
Factory Mutual Insurance Company
Root Financial Partners
Sontag Advisory
Washington Trust Bank
Cetera Investment Advisers
HighTower Advisors
Northwestern Mutual Wealth Management Company
Evoke Wealth

View all funds holding Dimensional Etf Trust