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Dimensional Etf Trust shares owned by Sterling Wealth Management

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

Historical chart of Sterling Wealth Management investment in Dimensional Etf Trust

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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 $11M 163k 64.86
2024-06-30 $7.9M 131k 60.08
2024-03-31 $7.5M 121k 62.34
2023-12-31 $6.9M 115k 59.62

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

Creative Planning
Northern Trust
Index Fund Advisors
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Buckingham Asset Management
Alaska Permanent Fund Corp
Envestnet Asset Management
Pure Financial Advisors
TCI Wealth Advisors
Financial Counselors
Plan
Mercer Global Advisors
HighTower Advisors
Massmutual Trust

View all funds holding Dimensional Etf Trust