Sterling Wealth Management, Inc. Dimensional ETF Tr Transaction History

Sterling Wealth Management, Inc.

$293 Billion
Q2 2025

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 104,199 shares of DFIV stock, worth $4.86 Million. This represents 1.52% of its overall portfolio holdings.

Number of Shares

104,199

Previous 100,163 4.03%

Holding current value

$4.86 Million

Previous $3.55 Billion 25.58%

% of portfolio

1.52%

Previous 1.31%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	BUY	$34.67 - $43.21 $139,928 - $174,395	4,036 Added 4.03%	104,199 $4.46 Billion
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

747

Shares Held

261M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFIV
Sector ETFs
Industry ETFs

More about DFIV

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Sterling Wealth Management, Inc. Dimensional ETF Tr Transaction History