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 298,843 shares of DFUV stock, worth $11.6 Million. This represents 6.08% of its overall portfolio holdings.

Number of Shares
298,843
Previous 293,434 1.84%
Holding current value
$11.6 Million
Previous $10.9 Billion 11.91%
% of portfolio
6.08%
Previous 6.14%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About DIMENSIONAL ETF TR US MARKETWI


  • 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.