Sterling Wealth Advisors Inc Top Holdings and 13F Report (2025) About Sterling Wealth Advisors IncInvestment ActivitySterling Wealth Advisors Inc has $129.76 million in total holdings as of March 31, 2025.Sterling Wealth Advisors Inc owns shares of 18 different stocks, but just 6 companies or ETFs make up 80% of its holdings.Approximately 2.98% of the portfolio was purchased this quarter.About 0.63% of the portfolio was sold this quarter.This quarter, Sterling Wealth Advisors Inc has purchased 18 new stocks and bought additional shares in 9 stocks.Sterling Wealth Advisors Inc sold shares of 6 stocks and completely divested from 0 stocks this quarter.Largest Holdings Dimensional US Core Equity Market ETF $36,119,489Dimensional Short-Duration Fixed Income ETF $24,948,666Dimensional U.S. Equity ETF $20,519,579Dimensional International Core Equity Market ETF $11,235,485Dimensional International Core Equity 2 ETF $9,048,189 Largest Purchases this Quarter Dimensional U.S. Equity ETF 32,804 shares (about $1.98M)Dimensional Short-Duration Fixed Income ETF 16,457 shares (about $782.04K)Dimensional International Core Equity 2 ETF 23,669 shares (about $657.29K)Dimensional International Core Equity Market ETF 6,497 shares (about $202.90K)Dimensional Emerging Core Equity Market ETF 5,167 shares (about $133.77K) Largest Sales this Quarter Dimensional US Core Equity Market ETF 9,770 shares (about $375.56K)Dimensional Core Fixed Income ETF 5,150 shares (about $216.61K)iShares International Select Dividend ETF 3,516 shares (about $109.07K)Vanguard Dividend Appreciation ETF 363 shares (about $70.42K)Vanguard High Dividend Yield ETF 184 shares (about $23.73K) Sector Allocation Over TimeMap of 500 Largest Holdings ofSterling Wealth Advisors Inc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDFAUDimensional US Core Equity Market ETF$36,119,489$375,559 ▼-1.0%939,63327.8%ETFDFSDDimensional Short-Duration Fixed Income ETF$24,948,666$782,037 ▲3.2%525,01419.2%ETFDFUSDimensional U.S. Equity ETF$20,519,579$1,983,984 ▲10.7%339,27915.8%ETFDFAIDimensional International Core Equity Market ETF$11,235,485$202,901 ▲1.8%359,7668.7%ETFDFICDimensional International Core Equity 2 ETF$9,048,189$657,288 ▲7.8%325,8267.0%ETFDFAEDimensional Emerging Core Equity Market ETF$5,570,936$133,774 ▲2.5%215,1774.3%ETFDFCFDimensional Core Fixed Income ETF$5,345,553$216,608 ▼-3.9%127,0944.1%ETFIDViShares International Select Dividend ETF$4,323,413$109,066 ▼-2.5%139,3753.3%ETFVIGVanguard Dividend Appreciation ETF$3,106,392$70,419 ▼-2.2%16,0132.4%ETFIVViShares Core S&P 500 ETF$2,841,5280.0%5,0572.2%ETFDGROiShares Core Dividend Growth ETF$1,988,591$5,622 ▲0.3%32,1881.5%ETFDFARDimensional US Real Estate ETF$1,582,641$22,867 ▲1.5%66,5811.2%ETFDFNMDimensional National Municipal Bond ETF$833,512$20,169 ▼-2.4%17,5220.6%ETFVBVanguard Small-Cap ETF$735,280$1,774 ▲0.2%3,3160.6%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$723,603$71,733 ▲11.0%27,3470.6%ETFSCHVSchwab U.S. Large-Cap Value ETF$336,5030.0%12,6600.3%ETFDFUVDimensional US Marketwide Value ETF$257,5630.0%6,2500.2%ETFVYMVanguard High Dividend Yield ETF$243,992$23,729 ▼-8.9%1,8920.2%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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