Sterling Wealth Advisors Inc ETF holdings
Plantation, FL
Reported $184.0M in 20 ETFs in its Form 13F for June 30, 2026.
ETF value
$184.0M
ETFs held
20
Change from prior quarter
+4.9%
With price moves
ETFs as a share of its 13F
100.0%
of $184.0M
Top 10 of 20 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| DFAU | Dimensional US Core Equity Market ETF | $58.5M | 1,130,815 | +37,092 shares |
| DFUS | Dimensional U.S. Equity Market ETF | $25.9M | 316,052 | −1,079 shares |
| DFSD | Dimensional Short-Duration Fixed Income ETF | $24.2M | 506,127 | +6,114 shares |
| DFAI | Dimensional International Core Equity Market ETF | $15.7M | 380,607 | +6,493 shares |
| DFCF | Dimensional Core Fixed Income ETF | $12.5M | 296,233 | +24,827 shares |
| DFIC | Dimensional International Core Equity 2 ETF | $11.0M | 296,104 | −220 shares |
| DFAE | Dimensional Emerging Core Equity Market ETF | $10.2M | 253,952 | −390 shares |
| IDV | iShares International Select Dividend ETF | $5.3M | 126,832 | −2,294 shares |
| IVV | iShares Core S&P 500 ETF | $3.4M | 4,557 | No change |
| VIG | Vanguard Dividend Appreciation ETF | $3.3M | 13,978 | No change |
10 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001943937. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Sterling Wealth Advisors Inc own?
Sterling Wealth Advisors Inc reported 20 ETF positions worth $184.0M in its Form 13F for June 30, 2026. The largest was DFAU, at $58.5M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.