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

Sterling Wealth Management, Inc.

  • $268 Billion
  • Q3 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 297,709 shares of DFUV stock, worth $12.8 Million. This represents 4.63% of its overall portfolio holdings.

Number of Shares
297,709
Previous 300,669 0.98%
Holding current value
$12.8 Million
Previous $11.8 Billion 5.12%
% of portfolio
4.63%
Previous 5.6%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
657
Shares Held
269M
Call Options Held
300
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
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