Number of Shares
325,826.00
Current Holdings Value*
$9.05 Mil
% of Portfolio
6.97%
Total Estimate Gain
$1.38 Mil
% of Total Estimate Gain
15.81%

Sterling Wealth Advisors Inc's Dimensional International Core Equity 2 ETF Holding Summary

As of 2025-03-31, Sterling Wealth Advisors Inc held 325,826.00 shares of Dimensional International Core Equity 2 ETF(DFIC), totaling $9.05 Mil. This investment constitutes 6.97% of their stock portfolio, and Sterling Wealth Advisors Inc now holds 0.11% of the outstanding Dimensional International Core Equity 2 ETF(DFIC) stock.

The initial trade took place in 2024Q4. And since then Sterling Wealth Advisors Inc has made 1 purchases of DFIC, at an average price of $26.84, for a total of 325,826.00 shares. Based on historical transaction data and DFIC's current price of $31.08, Sterling Wealth Advisors Inc's estimated gain on his DFIC holdings is $1.38 Mil, reflecting a 15.81% gain to date.

Sterling Wealth Advisors Inc DFIC ($31.08) Holding Chart

Sterling Wealth Advisors Inc DFIC ($31.08) 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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