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Sterling Wealth Advisors Inc: DFAU position timeline

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

Sterling Wealth Advisors Inc held 1,130,815 DFAU 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 1,130,815 shares
    Change vs previous 13F +37,092 shares

    31.77% of the 13F portfolio, value $58,451,831.

    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 1,093,723 shares
    Change vs previous 13F -8,118 shares

    30.61% of the 13F portfolio, value $53,679,948.

    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 1,101,841 shares
    Change vs previous 13F +48,516 shares

    31.12% of the 13F portfolio, value $51,566,140.

    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 1,053,325 shares
    Change vs previous 13F +24,253 shares

    30.59% of the 13F portfolio, value $47,936,829.

    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 1,029,072 shares
    Change vs previous 13F +89,439 shares

    31.2% of the 13F portfolio, value $44,095,748.

    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 939,633 shares
    Change vs previous 13F -9,770 shares

    27.84% of the 13F portfolio, value $36,119,489.

    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 949,403 shares
    Change vs previous 13F not available

    30.16% of the 13F portfolio, value $38,441,313.

    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).