Sterling Wealth Management, Inc. DFCF Holdings History
Sterling Wealth Management, Inc.'s Dimensional Core Fixed Income ETF Holding Summary
As of 2024-12-31, Sterling Wealth Management, Inc. held 211,681.00 shares of Dimensional Core Fixed Income ETF(DFCF), totaling $8.74 Mil. This investment constitutes 3.23% of their stock portfolio, and Sterling Wealth Management, Inc. now holds 0.14% of the outstanding Dimensional Core Fixed Income ETF(DFCF) stock.
The initial trade took place in 2024Q2. And since then Sterling Wealth Management, Inc. has made 3 purchases of DFCF, at an average price of $42.34, for a total of 211,681.00 shares. Based on historical transaction data and DFCF's current price of $41.99, Sterling Wealth Management, Inc.'s estimated gain on his DFCF holdings is $-73,040.59, reflecting a -0.82% gain to date.
Sterling Wealth Management, Inc. DFCF ($41.99) Holding Chart
Sterling Wealth Management, Inc. DFCF ($41.99) 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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