SW

Sterling Wealth Advisors Inc

13F
Sterling Wealth Advisors Inc
Last update 2025-05-13 18 Stocks (0 new)
Value $130.00 Mil Turnover 3 %
Countries:
Top Holdings: DFAU(27.84%)DFSD(19.23%)DFUS(15.81%)DFAI(8.66%)DFIC(6.97%)
Summary Stock Picks Current Portfolio
Sterling Wealth Advisors Inc Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
DFAU
Dimensional US Core Equity Market ETF
Dimensional US Core Equity Market ETF
939,633
36,119.5
-1.03%
27.840
-0.31%
0.480
+20.18%
+6.89%
8,564.6
 
DFSD
Dimensional Short-Duration Fixed Income ETF
Dimensional Short-Duration Fixed Income ETF
525,014
24,948.7
+3.24%
19.230
+0.60%
0.560
+2.52%
+3.72%
4,785.4
 
DFUS
Dimensional U.S. Equity Market ETF
339,279
20,519.6
+10.70%
15.810
+1.53%
0.150
+20.14%
+7.15%
15,755.8
 
DFAI
Dimensional International Core Equity Market ETF
Dimensional International Core Equity Market ETF
359,766
11,235.5
+1.84%
8.660
+0.16%
0.120
+19.48%
+21.08%
10,569.2
 
DFIC
Dimensional International Core Equity 2 ETF
Dimensional International Core Equity 2 ETF
325,826
9,048.2
+7.83%
6.970
+0.51%
0.110
+20.74%
+23.26%
9,731.1
 
DFAE
Dimensional Emerging Core Equity Market ETF
Dimensional Emerging Core Equity Market ETF
215,177
5,570.9
+2.46%
4.290
+0.10%
0.110
+21.75%
+15.96%
6,153.1
 
DFCF
Dimensional Core Fixed Income ETF
127,094
5,345.6
-3.89%
4.120
-0.17%
0.080
+3.38%
+4.03%
7,067.7
 
IDV
iShares International Select Dividend ETF
iShares International Select Dividend ETF
139,375
4,323.4
-2.46%
3.330
-0.08%
0.100
+23.25%
+32.14%
5,423.4
 
VIG
Vanguard Dividend Appreciation FTF
16,013
3,106.4
-2.22%
2.390
-0.06%
0.000
+14.63%
+6.80%
89,022.6
 
IVV
iShares Core S&P 500 ETF
5,057
2,841.5
0%
2.190
0%
0.000
+19.69%
+7.49%
624,447.5
 

Sterling Wealth Advisors Inc's Historical Top Holdings Breakdowns

Sterling Wealth Advisors Inc's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
DFUS
Dimensional U.S. Equity Market ETF
2025-03-31
Add
Add
+1.53%
●
59.61 ($63.9) 66.74
$67.97
6.37%
Add 10.7%
339,279
32,804
DFSD
Dimensional Short-Duration Fixed Income ETF
Dimensional Short-Duration Fixed Income ETF
2025-03-31
Add
Add
+0.60%
●
46.74 ($47.22) 47.57
$47.95
1.55%
Add 3.24%
525,014
16,457
DFIC
Dimensional International Core Equity 2 ETF
Dimensional International Core Equity 2 ETF
2025-03-31
Add
Add
+0.51%
●
25.54 ($27.31) 28.8
$31.32
14.68%
Add 7.83%
325,826
23,669
DFAU
Dimensional US Core Equity Market ETF
Dimensional US Core Equity Market ETF
2025-03-31
Reduce
Reduce
-0.31%
●
37.84 ($40.57) 42.31
$43.06
6.14%
Reduce -1.03%
939,633
-9,770
DFCF
Dimensional Core Fixed Income ETF
2025-03-31
Reduce
Reduce
-0.17%
●
40.79 ($41.67) 42.32
$42.12
1.08%
Reduce -3.89%
127,094
-5,150
DFAI
Dimensional International Core Equity Market ETF
Dimensional International Core Equity Market ETF
2025-03-31
Add
Add
+0.16%
●
28.88 ($30.87) 32.4
$34.79
12.70%
Add 1.84%
359,766
6,497
DFAE
Dimensional Emerging Core Equity Market ETF
Dimensional Emerging Core Equity Market ETF
2025-03-31
Add
Add
+0.10%
●
24.64 ($25.96) 26.86
$29.12
12.17%
Add 2.46%
215,177
5,167
IDV
iShares International Select Dividend ETF
iShares International Select Dividend ETF
2025-03-31
Reduce
Reduce
-0.08%
●
27 ($29.34) 31.7
$35.15
19.79%
Reduce -2.46%
139,375
-3,516
DFEM
Dimensional Emerging Markets Core Equity 2 ETF
Dimensional Emerging Markets Core Equity 2 ETF
2025-03-31
Add
Add
+0.06%
●
25.35 ($26.59) 27.46
$29.90
12.45%
Add 11%
27,347
2,711
VIG
Vanguard Dividend Appreciation FTF
2025-03-31
Reduce
Reduce
-0.06%
●
190.34 ($198.85) 205.23
$207.25
4.22%
Reduce -2.22%
16,013
-363

Sterling Wealth Advisors Inc Total Holding History ($B)

To

Sterling Wealth Advisors Inc's Asset Allocation

To

Sterling Wealth Advisors Inc Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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Sterling Wealth Advisors Inc's Hypothetical Growth since 2025-03-31

Sterling Wealth Advisors Inc's Yearly Returns

Year Portfolio % % Excess Gain %

Sterling Wealth Advisors Inc's Holdings Heat Map

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Sterling Wealth Advisors Inc's Holdings Bubble Chart

Sterling Wealth Advisors Inc News

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