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

Sterling Financial Planning, Inc.

$264 Million
Q4 2024

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 13,084 shares of DFIS stock, worth $342,277. This represents 0.12% of its overall portfolio holdings.

Number of Shares

13,084

Previous 13,080 0.03%

Holding current value

$342,277

Previous $350,000 8.29%

% of portfolio

0.12%

Previous 0.13%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

236

Shares Held

81.5M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFIS
Sector ETFs
Industry ETFs

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