Sterling Wealth Management, Inc. Dimensional ETF Tr Transaction History

Sterling Wealth Management, Inc.

  • $271 Billion
  • Q4 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 100,163 shares of DFIV stock, worth $3.87 Million. This represents 1.31% of its overall portfolio holdings.

Number of Shares
100,163
Previous 92,489 8.3%
Holding current value
$3.87 Million
Previous $3.52 Billion 0.9%
% of portfolio
1.31%
Previous 1.31%

Shares

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

Feb 14, 2025
BUY
$34.86 - $37.97 $267,515 - $291,381
7,674 Added 8.3%
100,163 $3.55 Billion
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
625
Shares Held
214M
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
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