Sterling Wealth Management, Inc. DFAE Holdings History
Sterling Wealth Management, Inc.'s Dimensional Emerging Core Equity Market ETF Holding Summary
As of 2024-12-31, Sterling Wealth Management, Inc. held 388,160.00 shares of Dimensional Emerging Core Equity Market ETF(DFAE), totaling $9.85 Mil. This investment constitutes 3.64% of their stock portfolio, and Sterling Wealth Management, Inc. now holds 0.2% of the outstanding Dimensional Emerging Core Equity Market ETF(DFAE) stock.
The initial trade took place in 2023Q4. And since then Sterling Wealth Management, Inc. has made 4 purchases of DFAE, at an average price of $24.31, for a total of 388,160.00 shares. Based on historical transaction data and DFAE's current price of $29.52, Sterling Wealth Management, Inc.'s estimated gain on his DFAE holdings is $2.02 Mil, reflecting a 21.45% gain to date.
Sterling Wealth Management, Inc. DFAE ($29.52) Holding Chart
Sterling Wealth Management, Inc. DFAE ($29.52) 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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