Sterling Wealth Management, Inc. DFUV Holdings History
Sterling Wealth Management, Inc.'s Dimensional US Marketwide Value ETF Holding Summary
As of 2024-12-31, Sterling Wealth Management, Inc. held 297,739.00 shares of Dimensional US Marketwide Value ETF(DFUV), totaling $12.18 Mil. This investment constitutes 4.5% of their stock portfolio, and Sterling Wealth Management, Inc. now holds 0.11% of the outstanding Dimensional US Marketwide Value ETF(DFUV) stock.
The initial trade took place in 2023Q4. And since then Sterling Wealth Management, Inc. has made 3 purchases of DFUV, at an average price of $34.52, for a total of 300,699.00 shares. In addition, there have been 1 sales at an average price of $40.41 for 2,960.00 shares. Based on historical transaction data and DFUV's current price of $42.58, Sterling Wealth Management, Inc.'s estimated gain on his DFUV holdings is $2.42 Mil, reflecting a 23.29% gain to date.
Sterling Wealth Management, Inc. DFUV ($42.58) Holding Chart
Sterling Wealth Management, Inc. DFUV ($42.58) 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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