Sterling Wealth Management, Inc. Dimensional ETF Tr Transaction History

Sterling Wealth Management, Inc.

  • $211 Billion
  • Q2 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 253,624 shares of DFAE stock, worth $6.84 Million. This represents 3.11% of its overall portfolio holdings.

Number of Shares
253,624
Previous 218,346 16.16%
Holding current value
$6.84 Million
Previous $5.4 Billion 21.56%
% of portfolio
3.11%
Previous 2.69%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024
BUY
$24.03 - $26.3 $847,730 - $927,811
35,278 Added 16.16%
253,624 $6.56 Billion
Q1 2024

May 15, 2024
BUY
$22.74 - $24.88 $573,457 - $627,423
25,218 Added 13.06%
218,346 $5.4 Billion
Q4 2023

Feb 14, 2024
BUY
$21.63 - $24.11 $4.18 Million - $4.66 Million
193,128 New
193,128 $4.66 Billion

Others Institutions Holding DFAE

# of Institutions
465
Shares Held
137M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAE Quotes by TradingView
  • Ticker DFAE
  • Sector ETFs
  • Industry ETFs
More about DFAE
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