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

Sterling Wealth Management, Inc.

  • $211 Billion
  • Q2 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 31,593 shares of DISV stock, worth $908,930. This represents 0.4% of its overall portfolio holdings.

Number of Shares
31,593
Previous 23,059 37.01%
Holding current value
$908,930
Previous $627 Million 35.57%
% of portfolio
0.4%
Previous 0.31%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
264
Shares Held
56.5M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

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