The Analysis of Sterling Wealth Advisors Inc's Holdings
Currently, Sterling Wealth Advisors Inc holds 20 types of securities in its portfolio with a total value $165.7M. In the most recent quarter, they have increased their positions in DFCF (+82.9K shares, valued at $3.5M), DFAU (+48.5K shares, valued at $2.3M), DFAE (+27.6K shares, valued at $900.0K); decreased their positions in DFIC (-29.4K shares, valued at $1.0M), DFSD (-19.9K shares, valued at $953.1K), VIG (-1.4K shares, valued at $314.3K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
DFAU DIMENSIONAL ETF TRUST1.1M shares4.61%2025-12-312026-01-26
DFSD DIMENSIONAL ETF TRUST497.9K shares-3.84%2025-12-312026-01-26 DFUS DIMENSIONAL ETF TRUST318.0K shares0.08%2025-12-312026-01-26 DFAI DIMENSIONAL ETF TRUST377.3K shares-0.71%2025-12-312026-01-26 DFCF DIMENSIONAL ETF TRUST260.4K shares46.70%2025-12-312026-01-26 DFIC DIMENSIONAL ETF TRUST296.7K shares-9.02%2025-12-312026-01-26 DFAE DIMENSIONAL ETF TRUST251.9K shares12.32%2025-12-312026-01-26 IDV ISHARES TR136.2K shares-0.33%2025-12-312026-01-26 IVV ISHARES TR4.6K shares-2.75%2025-12-312026-01-26 VIG VANGUARD SPECIALIZED FUNDS14.0K shares-9.28%2025-12-312026-01-26 DGRO ISHARES TR30.9K shares0.00%2025-12-312026-01-26 DFGR DIMENSIONAL ETF TRUST79.0K shares33.99%2025-12-312026-01-26 DFAC DIMENSIONAL ETF TRUST52.4K shares39.58%2025-12-312026-01-26 DFAX DIMENSIONAL ETF TRUST41.6K shares26.00%2025-12-312026-01-26 DFEM DIMENSIONAL ETF TRUST27.5K shares-2.71%2025-12-312026-01-26 DFNM DIMENSIONAL ETF TRUST18.5K shares0.01%2025-12-312026-01-26 VB VANGUARD INDEX FDS3.3K shares0.00%2025-12-312026-01-26 SCHV SCHWAB STRATEGIC TR10.8K shares-14.85%2025-12-312026-01-26 VYM VANGUARD WHITEHALL FDS1.9K shares0.00%2025-12-312026-01-26 DFUV DIMENSIONAL ETF TRUST5.5K shares-11.92%2025-12-312026-01-26 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available