Number of Shares
525,014.00
Current Holdings Value*
$24.95 Mil
% of Portfolio
19.23%
Total Estimate Gain
$326,825.24
% of Total Estimate Gain
1.32%

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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