Sterling Wealth Management, Inc. DIMENSIONAL ETF TRUST Transaction History

Sterling Wealth Management, Inc.

  • $271 Billion
  • Q4 2024
Number of Shares
93,732
Previous 91,024 2.98%
Holding current value
$2.39 Billion
Previous $2.63 Billion 8.87%
% of portfolio
0.88%
Previous 0.98%

Shares

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

Feb 14, 2025
BUY
N/A
2,708 Added 2.98%
93,732 $2.39 Billion
Q3 2024

Nov 14, 2024
BUY
N/A
35,839 Added 64.94%
91,024 $2.63 Billion
Q2 2024

Aug 14, 2024
BUY
N/A
13,975 Added 33.91%
55,185 $1.38 Billion
Q1 2024

May 15, 2024
BUY
N/A
16,642 Added 67.74%
41,210 $1.05 Billion
Q4 2023

Feb 14, 2024
BUY
N/A
24,568 New
24,568 $638 Million
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