Sterling Wealth Management, Inc. DIMENSIONAL ETF TRUST Transaction History

Sterling Wealth Management, Inc.

  • $211 Billion
  • Q2 2024
Number of Shares
489,255
Previous 475,276 2.94%
Holding current value
$24.8 Billion
Previous $24 Billion 3.14%
% of portfolio
11.77%
Previous 11.96%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024
BUY
N/A
13,979 Added 2.94%
489,255 $24.8 Billion
Q1 2024

May 15, 2024
BUY
N/A
44,049 Added 10.21%
475,276 $24 Billion
Q4 2023

Feb 14, 2024
BUY
N/A
431,227 New
431,227 $21.7 Billion
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