Sterling Financial Planning, Inc. Dimensional ETF Tr Dimensional Transaction History

Sterling Financial Planning, Inc.

$306 Million
Q3 2025

A detailed history of Sterling Financial Planning, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Sterling Financial Planning, Inc. holds 11,562 shares of DFIS stock, worth $363,278. This represents 0.12% of its overall portfolio holdings.

Number of Shares

11,562

Previous 11,677 0.98%

Holding current value

$363,278

Previous $348,000 4.89%

% of portfolio

0.12%

Previous 0.12%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 23, 2025	SELL	$29.65 - $31.77 $3,409 - $3,653	-115 Reduced 0.98%	11,562 $365,000
Q2 2025 Jul 28, 2025	SELL	$23.2 - $29.84 $41,180 - $52,966	-1,775 Reduced 13.2%	11,677 $348,000
Q1 2025 Apr 28, 2025	BUY	$23.92 - $26.89 $8,802 - $9,895	368 Added 2.81%	13,452 $347,000
Q4 2024 Jan 31, 2025	BUY	$24.25 - $26.7 $97 - $106	4 Added 0.03%	13,084 $321,000
Q3 2024 Oct 31, 2024	SELL	$24.06 - $26.97 $866 - $970	-36 Reduced 0.27%	13,080 $350,000

Q2 2024 Jul 30, 2024	BUY	$24.08 - $25.86 $168 - $181	7 Added 0.05%	13,116 $323,000
Q1 2024 May 06, 2024	SELL	$23.13 - $25.1 $2,914 - $3,162	-126 Reduced 0.95%	13,109 $328,000
Q4 2023 Jan 31, 2024	BUY	$20.55 - $24.23 $102 - $121	5 Added 0.04%	13,235 $319,000
Q3 2023 Nov 03, 2023	BUY	$21.81 - $23.89 $33,958 - $37,196	1,557 Added 13.34%	13,230 $290,000
Q2 2023 Jul 28, 2023	BUY	$22.26 - $23.55 $20,991 - $22,207	943 Added 8.79%	11,673 $266,000
Q1 2023 May 03, 2023	SELL	$21.65 - $23.87 $21,953 - $24,204	-1,014 Reduced 8.63%	10,730 $246,000
Q4 2022 Feb 06, 2023	BUY	$18.29 - $22.14 $214,797 - $260,012	11,744 New	11,744 $252,000

Others Institutions Holding DFIS

# of Institutions

293

Shares Held

113M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFIS
Sector ETFs
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Sterling Financial Planning, Inc. Dimensional ETF Tr Dimensional Transaction History