Sterling Wealth Management, Inc. DIMENSIONAL ETF TRUST Transaction History

Sterling Wealth Management, Inc.

  • $268 Billion
  • Q3 2024
Number of Shares
9,848
Previous 4,585 114.79%
Holding current value
$625 Million
Previous $273 Million 128.96%
% of portfolio
0.23%
Previous 0.13%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
BUY
N/A
5,263 Added 114.79%
9,848 $625 Million
Q2 2024

Aug 14, 2024
BUY
N/A
4,585 New
4,585 $273 Million
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