Sterling Wealth Management, Inc. DIMENSIONAL ETF TRUST Transaction History

Sterling Wealth Management, Inc.

  • $268 Billion
  • Q3 2024
Number of Shares
498,291
Previous 489,255 1.85%
Holding current value
$25.3 Billion
Previous $24.8 Billion 2.05%
% of portfolio
9.44%
Previous 11.77%

Shares

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

Nov 14, 2024
BUY
N/A
9,036 Added 1.85%
498,291 $25.3 Billion
Q2 2024

Aug 14, 2024
BUY
N/A
13,979 Added 2.94%
489,255 $24.8 Billion
Q1 2024

May 15, 2024
BUY
N/A
44,049 Added 10.21%
475,276 $24 Billion
Q4 2023

Feb 14, 2024
BUY
N/A
431,227 New
431,227 $21.7 Billion
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