Sterling Wealth Management, Inc. DFAS Holdings History
Sterling Wealth Management, Inc.'s Dimensional U.S. Small Cap ETF Holding Summary
As of 2024-12-31, Sterling Wealth Management, Inc. held 169,528.00 shares of Dimensional U.S. Small Cap ETF(DFAS), totaling $11.03 Mil. This investment constitutes 4.07% of their stock portfolio, and Sterling Wealth Management, Inc. now holds 0.11% of the outstanding Dimensional U.S. Small Cap ETF(DFAS) stock.
The initial trade took place in 2023Q4. And since then Sterling Wealth Management, Inc. has made 4 purchases of DFAS, at an average price of $56.40, for a total of 169,528.00 shares. Based on historical transaction data and DFAS's current price of $65.25, Sterling Wealth Management, Inc.'s estimated gain on his DFAS holdings is $1.50 Mil, reflecting a 15.68% gain to date.
Sterling Wealth Management, Inc. DFAS ($65.25) Holding Chart
Sterling Wealth Management, Inc. DFAS ($65.25) 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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