Sterling Wealth Advisors Inc DFAE Holdings History
Sterling Wealth Advisors Inc's Dimensional Emerging Core Equity Market ETF Holding Summary
As of 2025-03-31, Sterling Wealth Advisors Inc held 215,177.00 shares of Dimensional Emerging Core Equity Market ETF(DFAE), totaling $5.57 Mil. This investment constitutes 4.29% of their stock portfolio, and Sterling Wealth Advisors Inc now holds 0.11% of the outstanding Dimensional Emerging Core Equity Market ETF(DFAE) stock.
The initial trade took place in 2024Q4. And since then Sterling Wealth Advisors Inc has made 1 purchases of DFAE, at an average price of $26.43, for a total of 215,177.00 shares. Based on historical transaction data and DFAE's current price of $29.01, Sterling Wealth Advisors Inc's estimated gain on his DFAE holdings is $555,485.05, reflecting a 9.77% gain to date.
Sterling Wealth Advisors Inc DFAE ($29.01) Holding Chart
Sterling Wealth Advisors Inc DFAE ($29.01) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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