Sterling Wealth Management, Inc. Dimensional ETF Tr Transaction History

Sterling Wealth Management, Inc.

  • $268 Billion
  • Q3 2024

A detailed history of Sterling Wealth Management, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Sterling Wealth Management, Inc. holds 92,489 shares of DFIV stock, worth $3.29 Million. This represents 1.31% of its overall portfolio holdings.

Number of Shares
92,489
Previous 65,810 40.54%
Holding current value
$3.29 Million
Previous $2.37 Billion 48.91%
% of portfolio
1.31%
Previous 1.12%

Shares

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

Nov 14, 2024
BUY
$34.66 - $38.38 $924,694 - $1.02 Million
26,679 Added 40.54%
92,489 $3.52 Billion
Q2 2024

Aug 14, 2024
BUY
$35.5 - $38.02 $399,304 - $427,648
11,248 Added 20.62%
65,810 $2.37 Billion
Q1 2024

May 15, 2024
BUY
$33.15 - $36.75 $223,563 - $247,842
6,744 Added 14.1%
54,562 $2.01 Billion
Q4 2023

Feb 14, 2024
BUY
$30.86 - $34.46 $1.48 Million - $1.65 Million
47,818 New
47,818 $1.64 Billion

Others Institutions Holding DFIV

# of Institutions
559
Shares Held
193M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFIV Quotes by TradingView
  • Ticker DFIV
  • Sector ETFs
  • Industry ETFs
More about DFIV
Track This Portfolio

Track Sterling Wealth Management, Inc. Portfolio

Follow Sterling Wealth Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sterling Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Sterling Wealth Management, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email