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 350,441 shares of DUHP stock, worth $12.7 Million. This represents 4.37% of its overall portfolio holdings.

Number of Shares

350,441

Previous 275,920 27.01%

Holding current value

$12.7 Million

Previous $9.4 Billion 25.96%

% of portfolio

4.37%

Previous 3.51%

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$33.62 - $35.69 $2.51 Million - $2.66 Million	74,521 Added 27.01%	350,441 $11.8 Billion
Q3 2024 Nov 14, 2024	BUY	$30.74 - $34.07 $6.34 Million - $7.03 Million	206,375 Added 296.75%	275,920 $9.4 Billion
Q2 2024 Aug 14, 2024	BUY	$29.72 - $32.4 $2.07 Million - $2.25 Million	69,545 New	69,545 $2.22 Billion

Others Institutions Holding DUHP

# of Institutions

445

Shares Held

238M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DUHP
Sector ETFs
Industry ETFs

More about DUHP

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