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

Sterling Wealth Management, Inc.

$293 Billion
Q2 2025

A detailed history of Sterling Wealth Management, Inc. transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Sterling Wealth Management, Inc. holds 213,359 shares of DFSD stock, worth $10.3 Million. This represents 3.49% of its overall portfolio holdings.

Number of Shares

213,359

Previous 151,785 40.57%

Holding current value

$10.3 Million

Previous $7.12 Billion 43.95%

% of portfolio

3.49%

Previous 2.63%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	BUY	$47.09 - $48.01 $2.9 Million - $2.96 Million	61,574 Added 40.57%	213,359 $10.2 Billion
Q4 2024 Feb 14, 2025	BUY	$46.75 - $47.8 $944,770 - $965,990	20,209 Added 15.36%	151,785 $7.12 Billion
Q3 2024 Nov 14, 2024	BUY	$47.0 - $47.84 $5.09 Million - $5.18 Million	108,222 Added 463.4%	131,576 $6.28 Billion
Q2 2024 Aug 14, 2024	BUY	$46.64 - $47.15 $1.09 Million - $1.1 Million	23,354 New	23,354 $1.1 Billion

Others Institutions Holding DFSD

# of Institutions

370

Shares Held

75.6M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR SHORT DURAT

Ticker DFSD
Sector ETFs
Industry ETFs

More about DFSD

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