Sterling Wealth Advisors Inc DFCF Holdings History
Sterling Wealth Advisors Inc's Dimensional Core Fixed Income ETF Holding Summary
As of 2025-03-31, Sterling Wealth Advisors Inc held 127,094.00 shares of Dimensional Core Fixed Income ETF(DFCF), totaling $5.35 Mil. This investment constitutes 4.12% of their stock portfolio, and Sterling Wealth Advisors Inc now holds 0.08% of the outstanding Dimensional Core Fixed Income ETF(DFCF) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $41.67 for 5,150.00 shares. Based on historical transaction data and DFCF's current price of $41.96, Sterling Wealth Advisors Inc's estimated gain on his DFCF holdings is $-17,362.78, reflecting a -0.31% gain to date.
Sterling Wealth Advisors Inc DFCF ($41.96) Holding Chart
Sterling Wealth Advisors Inc DFCF ($41.96) 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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