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

Sterling Wealth Management, Inc.

$271 Billion
Q4 2024

A detailed history of Sterling Wealth Management, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Sterling Wealth Management, Inc. holds 77,994 shares of DISV stock, worth $2.3 Million. This represents 0.77% of its overall portfolio holdings.

Number of Shares

77,994

Previous 67,261 15.96%

Holding current value

$2.3 Million

Previous $1.95 Billion 6.02%

% of portfolio

0.77%

Previous 0.73%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$26.18 - $28.77 $280,989 - $308,788	10,733 Added 15.96%	77,994 $2.07 Billion
Q3 2024 Nov 14, 2024	BUY	$26.06 - $29.18 $929,508 - $1.04 Million	35,668 Added 112.9%	67,261 $1.95 Billion
Q2 2024 Aug 14, 2024	BUY	$26.23 - $28.56 $223,846 - $243,731	8,534 Added 37.01%	31,593 $850 Million
Q1 2024 May 15, 2024	BUY	$24.73 - $27.24 $189,258 - $208,467	7,653 Added 49.68%	23,059 $627 Million
Q4 2023 Feb 14, 2024	BUY	$22.43 - $25.87 $345,556 - $398,553	15,406 New	15,406 $397 Million

Others Institutions Holding DISV

# of Institutions

324

Shares Held

66M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DISV
Sector ETFs
Industry ETFs

More about DISV

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