Sterling Wealth Management, Inc. DIMENSIONAL ETF TRUST Transaction History

Sterling Wealth Management, Inc.

  • $293 Billion
  • Q2 2025
Number of Shares
17,988
Previous 13,322 35.02%
Holding current value
$1.21 Billion
Previous $832 Million 45.01%
% of portfolio
0.41%
Previous 0.31%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
N/A
4,666 Added 35.02%
17,988 $1.21 Billion
Q4 2024

Feb 14, 2025
BUY
N/A
3,474 Added 35.28%
13,322 $832 Million
Q3 2024

Nov 14, 2024
BUY
N/A
5,263 Added 114.79%
9,848 $625 Million
Q2 2024

Aug 14, 2024
BUY
N/A
4,585 New
4,585 $273 Million
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