Sterling Wealth Management, Inc. DIMENSIONAL ETF TRUST Transaction History

Sterling Wealth Management, Inc.

  • $211 Billion
  • Q2 2024
Number of Shares
83,142
Previous 50,302 65.29%
Holding current value
$2.4 Billion
Previous $1.51 Billion 59.33%
% of portfolio
1.14%
Previous 0.75%

Shares

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

Aug 14, 2024
BUY
N/A
32,840 Added 65.29%
83,142 $2.4 Billion
Q1 2024

May 15, 2024
BUY
N/A
20,631 Added 69.53%
50,302 $1.51 Billion
Q4 2023

Feb 14, 2024
BUY
N/A
29,671 New
29,671 $803 Million
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