Sterling Wealth Management, Inc. DFLV Holdings History
Sterling Wealth Management, Inc.'s Dimensional US Large Cap Value ETF Holding Summary
As of 2024-12-31, Sterling Wealth Management, Inc. held 257,992.00 shares of Dimensional US Large Cap Value ETF(DFLV), totaling $7.75 Mil. This investment constitutes 2.86% of their stock portfolio, and Sterling Wealth Management, Inc. now holds 0.26% of the outstanding Dimensional US Large Cap Value ETF(DFLV) stock.
The initial trade took place in 2023Q4. And since then Sterling Wealth Management, Inc. has made 4 purchases of DFLV, at an average price of $29.18, for a total of 257,992.00 shares. Based on historical transaction data and DFLV's current price of $31.26, Sterling Wealth Management, Inc.'s estimated gain on his DFLV holdings is $535,913.37, reflecting a 7.12% gain to date.
Sterling Wealth Management, Inc. DFLV ($31.26) Holding Chart
Sterling Wealth Management, Inc. DFLV ($31.26) 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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