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

Sterling Wealth Management, Inc.

$271 Billion
Q4 2024

A detailed history of Sterling Wealth Management, Inc. transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Sterling Wealth Management, Inc. holds 279,506 shares of DFAT stock, worth $14.6 Million. This represents 5.75% of its overall portfolio holdings.

Number of Shares

279,506

Previous 261,293 6.97%

Holding current value

$14.6 Million

Previous $14.5 Billion 7.03%

% of portfolio

5.75%

Previous 5.43%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$54.54 - $61.04 $993,337 - $1.11 Million	18,213 Added 6.97%	279,506 $15.6 Billion
Q3 2024 Nov 14, 2024	BUY	$51.0 - $57.07 $3.88 Million - $4.34 Million	75,983 Added 41.0%	261,293 $14.5 Billion
Q2 2024 Aug 14, 2024	BUY	$50.18 - $54.47 $1.18 Million - $1.28 Million	23,520 Added 14.54%	185,310 $9.61 Billion
Q1 2024 May 15, 2024	BUY	$49.45 - $54.43 $702,585 - $773,341	14,208 Added 9.63%	161,790 $8.81 Billion
Q4 2023 Feb 14, 2024	BUY	$42.71 - $53.09 $6.3 Million - $7.84 Million	147,582 New	147,582 $7.72 Billion

Others Institutions Holding DFAT

# of Institutions

770

Shares Held

168M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR U S TARGET

Ticker DFAT
Sector ETFs
Industry ETFs

More about DFAT

Track This Portfolio

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.

Account

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