Sterling Wealth Management, Inc. Dimensional ETF Tr Dimensional Transaction History

Sterling Wealth Management, Inc.

  • $268 Billion
  • Q3 2024

A detailed history of Sterling Wealth Management, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Sterling Wealth Management, Inc. holds 46,204 shares of DFIS stock, worth $1.14 Million. This represents 0.46% of its overall portfolio holdings.

Number of Shares
46,204
Previous 23,017 100.74%
Holding current value
$1.14 Million
Previous $567 Million 118.67%
% of portfolio
0.46%
Previous 0.27%

Shares

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

Nov 14, 2024
BUY
$24.06 - $26.97 $557,879 - $625,353
23,187 Added 100.74%
46,204 $1.24 Billion
Q2 2024

Aug 14, 2024
BUY
$24.08 - $25.86 $194,012 - $208,354
8,057 Added 53.86%
23,017 $567 Million
Q1 2024

May 15, 2024
BUY
$23.13 - $25.1 $126,960 - $137,773
5,489 Added 57.96%
14,960 $375 Million
Q4 2023

Feb 14, 2024
BUY
$20.55 - $24.23 $194,629 - $229,482
9,471 New
9,471 $229 Million

Others Institutions Holding DFIS

# of Institutions
195
Shares Held
78.5M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DFIS Quotes by TradingView
  • Ticker DFIS
  • Sector ETFs
  • Industry ETFs
More about DFIS
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