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 $156.7M. In the most recent quarter, they have increased their positions in DFCF (+49.5K shares, valued at $2.1M), DFGR (+59.0K shares, valued at $1.6M), DFAC (+37.6K shares, valued at $1.4M); decreased their positions in IDV (-845 shares, valued at $31.1K), DFSD (-630 shares, valued at $30.5K); initiated new positions in DFGR (+59.0K shares, valued at $1.6M), DFAC (+37.6K shares, valued at $1.4M), DFAX (+33.0K shares, valued at $1.0M).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DFAU DIMENSIONAL ETF TRUST1.1M shares2.36%2025-09-302025-10-22

DFSD DIMENSIONAL ETF TRUST517.8K shares-0.12%2025-09-302025-10-22

DFUS DIMENSIONAL ETF TRUST317.7K shares2.02%2025-09-302025-10-22

DFAI DIMENSIONAL ETF TRUST380.1K shares10.10%2025-09-302025-10-22

DFIC DIMENSIONAL ETF TRUST326.2K shares0.00%2025-09-302025-10-22

DFCF DIMENSIONAL ETF TRUST177.5K shares38.69%2025-09-302025-10-22

DFAE DIMENSIONAL ETF TRUST224.3K shares5.02%2025-09-302025-10-22

IDV ISHARES TR136.7K shares-0.61%2025-09-302025-10-22

Sponsored

VIG VANGUARD SPECIALIZED FUNDS15.4K shares0.00%2025-09-302025-10-22

IVV ISHARES TR4.7K shares0.00%2025-09-302025-10-22

DGRO ISHARES TR30.9K shares0.00%2025-09-302025-10-22

DFGR DIMENSIONAL ETF TRUST59.0K sharesnew addition2025-09-302025-10-22

DFAC DIMENSIONAL ETF TRUST37.6K sharesnew addition2025-09-302025-10-22

DFAX DIMENSIONAL ETF TRUST33.0K sharesnew addition2025-09-302025-10-22

DFEM DIMENSIONAL ETF TRUST28.3K shares0.01%2025-09-302025-10-22

DFNM DIMENSIONAL ETF TRUST18.5K shares2.07%2025-09-302025-10-22