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 411,212 shares of DFAE stock, worth $13.1 Million. This represents 4.06% of its overall portfolio holdings.

Number of Shares

411,212

Previous 388,160 5.94%

Holding current value

$13.1 Million

Previous $9.85 Billion 20.89%

% of portfolio

4.06%

Previous 3.64%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	BUY	$22.87 - $28.95 $527,199 - $667,355	23,052 Added 5.94%	411,212 $11.9 Billion
Q4 2024 Feb 14, 2025	BUY	$25.36 - $28.15 $865,486 - $960,703	34,128 Added 9.64%	388,160 $9.85 Billion
Q3 2024 Nov 14, 2024	BUY	$24.46 - $27.82 $2.46 Million - $2.79 Million	100,408 Added 39.59%	354,032 $9.7 Billion
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

603

Shares Held

174M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFAE
Sector ETFs
Industry ETFs

More about DFAE

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Sterling Wealth Management, Inc. Dimensional ETF Tr Transaction History