Sterling Wealth Management, Inc. Dimensional ETF Tr U S Equity 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 Equity stock. As of the latest transaction made, Sterling Wealth Management, Inc. holds 50,209 shares of DFUS stock, worth $2.91 Million. This represents 1.18% of its overall portfolio holdings.

Number of Shares

50,209

Previous 50,073 0.27%

Holding current value

$2.91 Million

Previous $3.11 Billion 2.77%

% of portfolio

1.18%

Previous 1.16%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$61.52 - $66.5 $8,366 - $9,044	136 Added 0.27%	50,209 $3.2 Billion
Q3 2024 Nov 14, 2024	BUY	$56.04 - $62.2 $5,379 - $5,971	96 Added 0.19%	50,073 $3.11 Billion
Q2 2024 Aug 14, 2024	SELL	$53.83 - $59.14 $23,469 - $25,785	-436 Reduced 0.86%	49,977 $2.94 Billion
Q1 2024 May 15, 2024	BUY	$50.79 - $56.98 $120,880 - $135,612	2,380 Added 4.95%	50,413 $2.87 Billion
Q4 2023 Feb 14, 2024	BUY	$44.51 - $52.0 $2.14 Million - $2.5 Million	48,033 New	48,033 $2.49 Billion

Others Institutions Holding DFUS

# of Institutions

734

Shares Held

163M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR U S EQUITY

Ticker DFUS
Sector ETFs
Industry ETFs

More about DFUS

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