Sterling Wealth Management, Inc. DIMENSIONAL ETF TRUST Transaction History

Sterling Wealth Management, Inc.

  • $211 Billion
  • Q2 2024
Number of Shares
55,185
Previous 41,210 33.91%
Holding current value
$1.38 Billion
Previous $1.05 Billion 31.08%
% of portfolio
0.65%
Previous 0.52%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024
BUY
N/A
13,975 Added 33.91%
55,185 $1.38 Billion
Q1 2024

May 15, 2024
BUY
N/A
16,642 Added 67.74%
41,210 $1.05 Billion
Q4 2023

Feb 14, 2024
BUY
N/A
24,568 New
24,568 $638 Million
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