Sterling Wealth Management, Inc. DIMENSIONAL ETF TRUST Transaction History

Sterling Wealth Management, Inc.

  • $271 Billion
  • Q4 2024
Number of Shares
499,124
Previous 498,291 0.17%
Holding current value
$25.3 Billion
Previous $25.3 Billion 0.19%
% of portfolio
9.33%
Previous 9.44%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
Track This Portfolio

Track Sterling Wealth Management, Inc. Portfolio

Follow Sterling Wealth Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sterling Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Sterling Wealth Management, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email