Sterling Wealth Advisors Inc DFUS Holdings History
Sterling Wealth Advisors Inc's Dimensional U.S. Equity Market ETF Holding Summary
As of 2025-03-31, Sterling Wealth Advisors Inc held 339,279.00 shares of Dimensional U.S. Equity Market ETF(DFUS), totaling $20.52 Mil. This investment constitutes 15.81% of their stock portfolio, and Sterling Wealth Advisors Inc now holds 0.15% of the outstanding Dimensional U.S. Equity Market ETF(DFUS) stock.
The initial trade took place in 2024Q4. And since then Sterling Wealth Advisors Inc has made 1 purchases of DFUS, at an average price of $64.13, for a total of 339,279.00 shares. Based on historical transaction data and DFUS's current price of $67.67, Sterling Wealth Advisors Inc's estimated gain on his DFUS holdings is $1.20 Mil, reflecting a 5.51% gain to date.
Sterling Wealth Advisors Inc DFUS ($67.67) Holding Chart
Sterling Wealth Advisors Inc DFUS ($67.67) 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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