Sterling Wealth Advisors Inc DFAI Holdings History
Sterling Wealth Advisors Inc's Dimensional International Core Equity Market ETF Holding Summary
As of 2025-03-31, Sterling Wealth Advisors Inc held 359,766.00 shares of Dimensional International Core Equity Market ETF(DFAI), totaling $11.24 Mil. This investment constitutes 8.66% of their stock portfolio, and Sterling Wealth Advisors Inc now holds 0.12% of the outstanding Dimensional International Core Equity Market ETF(DFAI) stock.
The initial trade took place in 2024Q4. And since then Sterling Wealth Advisors Inc has made 1 purchases of DFAI, at an average price of $30.31, for a total of 359,766.00 shares. Based on historical transaction data and DFAI's current price of $34.50, Sterling Wealth Advisors Inc's estimated gain on his DFAI holdings is $1.51 Mil, reflecting a 13.82% gain to date.
Sterling Wealth Advisors Inc DFAI ($34.50) Holding Chart
Sterling Wealth Advisors Inc DFAI ($34.50) 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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