Sterling Wealth Advisors Inc DFSD Holdings History
Sterling Wealth Advisors Inc's Dimensional Short-Duration Fixed Income ETF Holding Summary
As of 2025-03-31, Sterling Wealth Advisors Inc held 525,014.00 shares of Dimensional Short-Duration Fixed Income ETF(DFSD), totaling $24.95 Mil. This investment constitutes 19.23% of their stock portfolio, and Sterling Wealth Advisors Inc now holds 0.56% of the outstanding Dimensional Short-Duration Fixed Income ETF(DFSD) stock.
The initial trade took place in 2024Q4. And since then Sterling Wealth Advisors Inc has made 1 purchases of DFSD, at an average price of $47.30, for a total of 525,014.00 shares. Based on historical transaction data and DFSD's current price of $47.92, Sterling Wealth Advisors Inc's estimated gain on his DFSD holdings is $326,825.24, reflecting a 1.32% gain to date.
Sterling Wealth Advisors Inc DFSD ($47.92) Holding Chart
Sterling Wealth Advisors Inc DFSD ($47.92) 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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