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

Sterling Wealth Management, Inc.

  • $211 Billion
  • Q2 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 49,977 shares of DFUS stock, worth $3.13 Million. This represents 1.4% of its overall portfolio holdings.

Number of Shares
49,977
Previous 50,413 0.86%
Holding current value
$3.13 Million
Previous $2.87 Billion 2.39%
% of portfolio
1.4%
Previous 1.43%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
639
Shares Held
123M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR U S EQUITY

DFUS Quotes by TradingView
  • Ticker DFUS
  • Sector ETFs
  • Industry ETFs
More about DFUS
Track This Portfolio

Track Sterling Wealth Management, Inc. Portfolio

Follow Sterling Wealth Management, Inc. and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email