Sterling Wealth Management, Inc. Dimensional ETF Tr Dimensional Transaction History

Sterling Wealth Management, Inc.

$293 Billion
Q2 2025

A detailed history of Sterling Wealth Management, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Sterling Wealth Management, Inc. holds 82,871 shares of DFIS stock, worth $2.65 Million. This represents 0.84% of its overall portfolio holdings.

Number of Shares

82,871

Previous 53,421 55.13%

Holding current value

$2.65 Million

Previous $1.31 Billion 88.52%

% of portfolio

0.84%

Previous 0.48%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	BUY	$23.2 - $29.84 $683,240 - $878,788	29,450 Added 55.13%	82,871 $2.47 Billion
Q4 2024 Feb 14, 2025	BUY	$24.25 - $26.7 $175,012 - $192,693	7,217 Added 15.62%	53,421 $1.31 Billion
Q3 2024 Nov 14, 2024	BUY	$24.06 - $26.97 $557,879 - $625,353	23,187 Added 100.74%	46,204 $1.24 Billion
Q2 2024 Aug 14, 2024	BUY	$24.08 - $25.86 $194,012 - $208,354	8,057 Added 53.86%	23,017 $567 Million
Q1 2024 May 15, 2024	BUY	$23.13 - $25.1 $126,960 - $137,773	5,489 Added 57.96%	14,960 $375 Million
Q4 2023 Feb 14, 2024	BUY	$20.55 - $24.23 $194,629 - $229,482	9,471 New	9,471 $229 Million

Others Institutions Holding DFIS

# of Institutions

275

Shares Held

85.4M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFIS
Sector ETFs
Industry ETFs

More about DFIS

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Sterling Wealth Management, Inc. Dimensional ETF Tr Dimensional Transaction History