Sterling Wealth Management, Inc. DFSD Holdings History
Sterling Wealth Management, Inc.'s Dimensional Short-Duration Fixed Income ETF Holding Summary
As of 2024-12-31, Sterling Wealth Management, Inc. held 151,785.00 shares of Dimensional Short-Duration Fixed Income ETF(DFSD), totaling $7.12 Mil. This investment constitutes 2.63% of their stock portfolio, and Sterling Wealth Management, Inc. now holds 0.18% of the outstanding Dimensional Short-Duration Fixed Income ETF(DFSD) stock.
The initial trade took place in 2024Q2. And since then Sterling Wealth Management, Inc. has made 3 purchases of DFSD, at an average price of $47.36, for a total of 151,785.00 shares. Based on historical transaction data and DFSD's current price of $48.01, Sterling Wealth Management, Inc.'s estimated gain on his DFSD holdings is $98,859.27, reflecting a 1.38% gain to date.
Sterling Wealth Management, Inc. DFSD ($48.01) Holding Chart
Sterling Wealth Management, Inc. DFSD ($48.01) 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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