Sterling Wealth Management, Inc. Dimensional ETF Tr Us Marketwi Transaction History

Sterling Wealth Management, Inc.

  • $211 Billion
  • Q2 2024

A detailed history of Sterling Wealth Management, Inc. transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Sterling Wealth Management, Inc. holds 300,669 shares of DFUV stock, worth $12.6 Million. This represents 5.6% of its overall portfolio holdings.

Number of Shares
300,669
Previous 298,843 0.61%
Holding current value
$12.6 Million
Previous $12.2 Billion 3.4%
% of portfolio
5.6%
Previous 6.08%

Shares

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

Aug 14, 2024
BUY
$38.53 - $40.76 $70,355 - $74,427
1,826 Added 0.61%
300,669 $11.8 Billion
Q1 2024

May 15, 2024
BUY
$36.22 - $40.9 $195,913 - $221,228
5,409 Added 1.84%
298,843 $12.2 Billion
Q4 2023

Feb 14, 2024
BUY
$31.85 - $37.39 $9.35 Million - $11 Million
293,434 New
293,434 $10.9 Billion

Others Institutions Holding DFUV

# of Institutions
628
Shares Held
255M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR US MARKETWI

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