Sterling Wealth Management, Inc. DIMENSIONAL ETF TRUST Transaction History

Sterling Wealth Management, Inc.

  • $271 Billion
  • Q4 2024
Number of Shares
56,469
Previous 49,810 13.37%
Holding current value
$2.95 Billion
Previous $2.7 Billion 9.62%
% of portfolio
1.09%
Previous 1.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
BUY
N/A
6,659 Added 13.37%
56,469 $2.95 Billion
Q3 2024

Nov 14, 2024
BUY
N/A
38,309 Added 333.09%
49,810 $2.7 Billion
Q2 2024

Aug 14, 2024
BUY
N/A
11,501 New
11,501 $604 Million
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