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Dimensional Etf Trust shares owned by Sterling Wealth Management

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

Historical chart of Sterling Wealth Management investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Dimensional Etf Trust by Sterling Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $9.7M 354k 27.41
2024-06-30 $6.6M 254k 25.87
2024-03-31 $5.4M 218k 24.72
2023-12-31 $4.7M 193k 24.11

More positions owned by Sterling Wealth Management

Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Ultrashort Fixed (DUSB)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Dimensional Etf Trust Us High Profitab (DUHP)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Dimensional Etf Trust Short Duration F (DFSD)
Hubbell (HUBB)

View all positions for Sterling Wealth Management

Top funds holding Dimensional Etf Trust

Retirement Systems of Alabama
Mather Group
Bank of America Corporation
Foster Group
Mariner Wealth Advisors
Factory Mutual Insurance Company
Mercer Global Advisors
Cable Hill Partners
Envestnet Asset Management
Sontag Advisory
Private Ocean
CI Private Wealth
Millburn Ridgefield
Creative Planning
Catalyst Capital Advisors

View all funds holding Dimensional Etf Trust