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 $3.47 Million. This represents 1.18% of its overall portfolio holdings.

Number of Shares

50,209

Previous 50,073 0.27%

Holding current value

$3.47 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

780

Shares Held

194M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR U S EQUITY

Ticker DFUS
Sector ETFs
Industry ETFs

More about DFUS

Track This Portfolio

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.

Account

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