Sterling Wealth Management, Inc. Dimensional ETF Tr U S Small C Transaction History

Sterling Wealth Management, Inc.

$268 Billion
Q3 2024

A detailed history of Sterling Wealth Management, Inc. transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Sterling Wealth Management, Inc. holds 162,483 shares of DFAS stock, worth $10.6 Million. This represents 3.93% of its overall portfolio holdings.

Number of Shares

162,483

Previous 131,113 23.93%

Holding current value

$10.6 Million

Previous $7.88 Billion 33.79%

% of portfolio

3.93%

Previous 3.74%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$59.25 - $65.33 $1.86 Million - $2.05 Million	31,370 Added 23.93%	162,483 $10.5 Billion
Q2 2024 Aug 14, 2024	BUY	$57.42 - $62.37 $599,751 - $651,454	10,445 Added 8.66%	131,113 $7.88 Billion
Q1 2024 May 15, 2024	BUY	$56.66 - $62.34 $322,735 - $355,088	5,696 Added 4.95%	120,668 $7.52 Billion
Q4 2023 Feb 14, 2024	BUY	$48.83 - $60.51 $5.61 Million - $6.96 Million	114,972 New	114,972 $6.85 Billion

Others Institutions Holding DFAS

# of Institutions

689

Shares Held

107M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR U S SMALL C

Ticker DFAS
Sector ETFs
Industry ETFs

More about DFAS

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Sterling Wealth Management, Inc. Dimensional ETF Tr U S Small C Transaction History