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Sterling Wealth Advisors Inc: DFAI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sterling Wealth Advisors Inc on DFAI, newest first. How the timeline and the estimate are built.

Sterling Wealth Advisors Inc held 380,607 DFAI shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 380,607 shares
    Change vs previous 13F +6,493 shares

    8.53% of the 13F portfolio, value $15,700,038.

    13F-HR 0001943937-26-000004 filed by Sterling Wealth Advisors Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 374,114 shares
    Change vs previous 13F -3,221 shares

    8.87% of the 13F portfolio, value $15,548,198.

    13F-HR 0001943937-26-000003 filed by Sterling Wealth Advisors Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 377,335 shares
    Change vs previous 13F -2,717 shares

    8.68% of the 13F portfolio, value $14,380,238.

    13F-HR 0001943937-26-000001 filed by Sterling Wealth Advisors Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 380,052 shares
    Change vs previous 13F +34,849 shares

    8.88% of the 13F portfolio, value $13,909,907.

    13F-HR 0001943937-25-000002 filed by Sterling Wealth Advisors Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 345,203 shares
    Change vs previous 13F -14,563 shares

    8.43% of the 13F portfolio, value $11,909,507.

    13F-HR 0001085146-25-003894 filed by Sterling Wealth Advisors Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 359,766 shares
    Change vs previous 13F +6,497 shares

    8.66% of the 13F portfolio, value $11,235,485.

    13F-HR 0001085146-25-002990 filed by Sterling Wealth Advisors Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 353,269 shares
    Change vs previous 13F not available

    8.09% of the 13F portfolio, value $10,315,461.

    13F-HR 0001085146-25-000525 filed by Sterling Wealth Advisors Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).