Sterling Wealth Management, Inc. DFAC Holdings History
Sterling Wealth Management, Inc.'s Dimensional U.S. Core Equity 2 ETF Holding Summary
As of 2024-12-31, Sterling Wealth Management, Inc. held 280,982.00 shares of Dimensional U.S. Core Equity 2 ETF(DFAC), totaling $9.72 Mil. This investment constitutes 3.59% of their stock portfolio, and Sterling Wealth Management, Inc. now holds 0.03% of the outstanding Dimensional U.S. Core Equity 2 ETF(DFAC) stock.
The initial trade took place in 2023Q4. And since then Sterling Wealth Management, Inc. has made 1 purchases of DFAC, at an average price of $27.06, for a total of 281,806.00 shares. In addition, there have been 3 sales at an average price of $33.33 for 824.00 shares. Based on historical transaction data and DFAC's current price of $36.53, Sterling Wealth Management, Inc.'s estimated gain on his DFAC holdings is $2.67 Mil, reflecting a 34.95% gain to date.
Sterling Wealth Management, Inc. DFAC ($36.53) Holding Chart
Sterling Wealth Management, Inc. DFAC ($36.53) 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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