Sterling Wealth Management, Inc. DIMENSIONAL ETF TRUST Transaction History

Sterling Wealth Management, Inc.

  • $271 Billion
  • Q4 2024
Number of Shares
257,992
Previous 229,393 12.47%
Holding current value
$7.75 Billion
Previous $7.07 Billion 9.62%
% of portfolio
2.86%
Previous 2.64%

Shares

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

Feb 14, 2025
BUY
N/A
28,599 Added 12.47%
257,992 $7.75 Billion
Q3 2024

Nov 14, 2024
BUY
N/A
146,251 Added 175.91%
229,393 $7.07 Billion
Q2 2024

Aug 14, 2024
BUY
N/A
32,840 Added 65.29%
83,142 $2.4 Billion
Q1 2024

May 15, 2024
BUY
N/A
20,631 Added 69.53%
50,302 $1.51 Billion
Q4 2023

Feb 14, 2024
BUY
N/A
29,671 New
29,671 $803 Million
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