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

Sterling Financial Planning, Inc.

$263 Million
Q3 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 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%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

# of Institutions

331

Shares Held

86.7M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFSV
Sector ETFs
Industry ETFs

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