Sterling Wealth Advisors Inc DFEM Holdings History
Sterling Wealth Advisors Inc's Dimensional Emerging Markets Core Equity 2 ETF Holding Summary
As of 2025-03-31, Sterling Wealth Advisors Inc held 27,347.00 shares of Dimensional Emerging Markets Core Equity 2 ETF(DFEM), totaling $723,600.00. This investment constitutes 0.56% of their stock portfolio, and Sterling Wealth Advisors Inc now holds 0.02% of the outstanding Dimensional Emerging Markets Core Equity 2 ETF(DFEM) stock.
The initial trade took place in 2024Q4. And since then Sterling Wealth Advisors Inc has made 1 purchases of DFEM, at an average price of $27.10, for a total of 27,347.00 shares. Based on historical transaction data and DFEM's current price of $29.81, Sterling Wealth Advisors Inc's estimated gain on his DFEM holdings is $74,014.82, reflecting a 9.99% gain to date.
Sterling Wealth Advisors Inc DFEM ($29.81) Holding Chart
Sterling Wealth Advisors Inc DFEM ($29.81) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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