Sterling Wealth Management, Inc. DFAT Holdings History
Sterling Wealth Management, Inc.'s Dimensional U.S. Targeted Value ETF Holding Summary
As of 2024-12-31, Sterling Wealth Management, Inc. held 279,506.00 shares of Dimensional U.S. Targeted Value ETF(DFAT), totaling $15.56 Mil. This investment constitutes 5.75% of their stock portfolio, and Sterling Wealth Management, Inc. now holds 0.14% of the outstanding Dimensional U.S. Targeted Value ETF(DFAT) stock.
The initial trade took place in 2023Q4. And since then Sterling Wealth Management, Inc. has made 4 purchases of DFAT, at an average price of $50.15, for a total of 279,506.00 shares. Based on historical transaction data and DFAT's current price of $55.35, Sterling Wealth Management, Inc.'s estimated gain on his DFAT holdings is $1.45 Mil, reflecting a 10.38% gain to date.
Sterling Wealth Management, Inc. DFAT ($55.35) Holding Chart
Sterling Wealth Management, Inc. DFAT ($55.35) 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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