Sterling Wealth Management, Inc. Dimensional ETF Tr U S Target Transaction History

Sterling Wealth Management, Inc.

$268 Billion
Q3 2024

A detailed history of Sterling Wealth Management, Inc. transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Sterling Wealth Management, Inc. holds 261,293 shares of DFAT stock, worth $14.6 Million. This represents 5.43% of its overall portfolio holdings.

Number of Shares

261,293

Previous 185,310 41.0%

Holding current value

$14.6 Million

Previous $9.61 Billion 51.22%

% of portfolio

5.43%

Previous 4.56%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$51.0 - $57.07 $3.88 Million - $4.34 Million	75,983 Added 41.0%	261,293 $14.5 Billion
Q2 2024 Aug 14, 2024	BUY	$50.18 - $54.47 $1.18 Million - $1.28 Million	23,520 Added 14.54%	185,310 $9.61 Billion
Q1 2024 May 15, 2024	BUY	$49.45 - $54.43 $702,585 - $773,341	14,208 Added 9.63%	161,790 $8.81 Billion
Q4 2023 Feb 14, 2024	BUY	$42.71 - $53.09 $6.3 Million - $7.84 Million	147,582 New	147,582 $7.72 Billion

Others Institutions Holding DFAT

# of Institutions

668

Shares Held

156M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR U S TARGET

Ticker DFAT
Sector ETFs
Industry ETFs

More about DFAT

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Sterling Wealth Management, Inc. Dimensional ETF Tr U S Target Transaction History