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 195,126 shares of DFSV stock, worth $5.99 Million. This represents 2.28% of its overall portfolio holdings.

Number of Shares
195,126
Previous 171,767 13.6%
Holding current value
$5.99 Million
Previous $4.94 Million 21.57%
% of portfolio
2.28%
Previous 2.06%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024

BUY
$28.25 - $31.7 $659,891 - $740,480
23,359 Added 13.6%
195,126 $6.01 Million
Q2 2024

Jul 30, 2024

BUY
$27.81 - $30.13 $506,420 - $548,667
18,210 Added 11.86%
171,767 $4.94 Million
Q1 2024

May 06, 2024

BUY
$27.45 - $30.1 $323,662 - $354,909
11,791 Added 8.32%
153,557 $4.62 Million
Q4 2023

Jan 31, 2024

BUY
$23.61 - $29.53 $286,200 - $357,962
12,122 Added 9.35%
141,766 $4.13 Million
Q3 2023

Nov 03, 2023

BUY
$24.97 - $27.69 $314,447 - $348,700
12,593 Added 10.76%
129,644 $3.29 Million
Q2 2023

Jul 28, 2023

BUY
$23.17 - $25.7 $903,676 - $1 Million
39,002 Added 49.97%
117,051 $3.01 Million
Q1 2023

May 03, 2023

BUY
$23.74 - $28.31 $559,195 - $666,842
23,555 Added 43.22%
78,049 $1.95 Million
Q4 2022

Feb 06, 2023

BUY
$22.47 - $26.46 $244,248 - $287,620
10,870 Added 24.92%
54,494 $1.35 Million
Q3 2022

Nov 01, 2022

BUY
$21.77 - $26.17 $680,922 - $818,545
31,278 Added 253.35%
43,624 $951,000
Q2 2022

Jul 27, 2022

BUY
$22.18 - $26.16 $273,834 - $322,971
12,346 New
12,346 $279,000

Others Institutions Holding DFSV

About DIMENSIONAL ETF TR DIMENSIONAL


  • Ticker DFSV
  • Sector ETFs
  • Industry ETFs
More about DFSV
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