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

Sterling Wealth Management, Inc.

$293 Billion
Q2 2025

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 299,255 shares of DFUV stock, worth $13.5 Million. This represents 4.31% of its overall portfolio holdings.

Number of Shares

299,255

Previous 297,739 0.51%

Holding current value

$13.5 Million

Previous $12.2 Billion 3.85%

% of portfolio

4.31%

Previous 4.5%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	BUY	$36.25 - $42.28 $54,955 - $64,096	1,516 Added 0.51%	299,255 $12.7 Billion
Q4 2024 Feb 14, 2025	BUY	$40.38 - $44.35 $1,211 - $1,330	30 Added 0.01%	297,739 $12.2 Billion
Q3 2024 Nov 14, 2024	SELL	$38.51 - $41.69 $113,989 - $123,402	-2,960 Reduced 0.98%	297,709 $12.4 Billion
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

743

Shares Held

277M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR US MARKETWI

Ticker DFUV
Sector ETFs
Industry ETFs

More about DFUV

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