Sterling Wealth Advisors Inc DFIC Holdings History
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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