Sterling Wealth Management, Inc. DFSU — DIMENSIONAL ETF TRUST

Ownership history in Sterling Wealth Management, Inc.  ·  4 quarters on record

AI Ownership Summary

Sterling Wealth Management, Inc. reported DIMENSIONAL ETF TRUST (DFSU) in 4 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 0.07% in 2024 Q4. The latest visible filing shows DFSU at 0.06% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this DFSU ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Sterling Wealth Management, Inc.'s position in DIMENSIONAL ETF TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

DFSU was reported at 0.06% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.07% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

DFSU stock page Sterling Wealth Management, Inc. fund profile Sterling Wealth Management, Inc. full holdings
How Sterling Wealth Management, Inc. held DFSU — position size vs. price
% of Fund (quarterly)    DFSU price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED — — — 5,152 -28 -0.5% 0.06% $224K 2026-02-17 $43.41
2025 Q3 ADDED — — — 5,180 +12 +0.2% 0.07% $220K 2025-11-17 $41.69
2025 Q2 REDUCED — — — 5,168 -120 -2.3% 0.07% $203K 2025-08-14 $40.85
2024 Q4 INITIATED — — — 5,288 — — 0.07% $200K 2025-02-14 $39.14

🏢 Other funds also holding DFSU

As of 2026 Q1 — sorted by position size

Retirement Solution LLC 3Y 53.13% Citrine Capital LLC 24.57% AWM CAPITAL, LLC 3Y 12.2% Quantum Financial Advisors, LLC 3Y 11.07% Broadhurst Jeffrey B 7.09% Five Oceans Advisors 3Y 6.95% Abacus Wealth Partners, LLC 4.81% Donalies Financial Planning, LLC 4.73% Momentous Wealth Management, Inc. 4.56% QUARRY HILL ADVISORS, LLC 3Y 4.51%

FAQ About Sterling Wealth Management, Inc. and DFSU

These are the practical questions this page is built to answer before you even open the full history table.

How long has Sterling Wealth Management, Inc. reported owning DFSU?

Sterling Wealth Management, Inc. reported DFSU across 4 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported DFSU position in Sterling Wealth Management, Inc.'s portfolio?

The largest reported portfolio weight for DFSU was 0.07% in 2024 Q4.

What is the latest reported DFSU position on this page?

The most recent filing on this page is 2025 Q4, when Sterling Wealth Management, Inc. reported 5,152 shares, equal to 0.06% of portfolio, with an estimated market value of $224K.

What does the chart on this DFSU ownership page compare?

The chart compares Sterling Wealth Management, Inc.'s quarterly DFSU portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Sterling Wealth Management, Inc. time their DFSU position?

Based on 13F filing dates vs. subsequent DFSU price moves, Sterling Wealth Management, Inc. correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on DFSU relative to SPY over the holding period was -2.1%.

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