Sterling Wealth Management, Inc. DIMENSIONAL ETF TRUST Transaction History

Sterling Wealth Management, Inc.

  • $293 Billion
  • Q2 2025
Number of Shares
460,476
Previous 499,124 7.74%
Holding current value
$23.4 Billion
Previous $25.3 Billion 7.45%
% of portfolio
7.96%
Previous 9.33%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
SELL
N/A
-38,648 Reduced 7.74%
460,476 $23.4 Billion
Q4 2024

Feb 14, 2025
BUY
N/A
833 Added 0.17%
499,124 $25.3 Billion
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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