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 65,810 shares of DFIV stock, worth $2.45 Million. This represents 1.12% of its overall portfolio holdings.

Number of Shares
65,810
Previous 54,562 20.62%
Holding current value
$2.45 Million
Previous $2.01 Billion 17.96%
% of portfolio
1.12%
Previous 1.0%

Shares

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

Aug 14, 2024
BUY
$35.5 - $38.02 $399,304 - $427,648
11,248 Added 20.62%
65,810 $2.37 Billion
Q1 2024

May 15, 2024
BUY
$33.15 - $36.75 $223,563 - $247,842
6,744 Added 14.1%
54,562 $2.01 Billion
Q4 2023

Feb 14, 2024
BUY
$30.86 - $34.46 $1.48 Million - $1.65 Million
47,818 New
47,818 $1.64 Billion

Others Institutions Holding DFIV

# of Institutions
539
Shares Held
185M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

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