Sterling Wealth Management, Inc. DIMENSIONAL ETF TRUST Transaction History

Sterling Wealth Management, Inc.

78,838

Previous 93,732 15.89%

$2.12 Billion

Previous $2.39 Billion 11.64%

0.72%

Previous 0.88%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	SELL	N/A	-14,894 Reduced 15.89%	78,838 $2.12 Billion
Q4 2024 Feb 14, 2025	BUY	N/A	2,708 Added 2.98%	93,732 $2.39 Billion
Q3 2024 Nov 14, 2024	BUY	N/A	35,839 Added 64.94%	91,024 $2.63 Billion
Q2 2024 Aug 14, 2024	BUY	N/A	13,975 Added 33.91%	55,185 $1.38 Billion
Q1 2024 May 15, 2024	BUY	N/A	16,642 Added 67.74%	41,210 $1.05 Billion
Q4 2023 Feb 14, 2024	BUY	N/A	24,568 New	24,568 $638 Million

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