A detailed history of Sterling Financial Planning, Inc. transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Sterling Financial Planning, Inc. holds 9,173 shares of DFUS stock, worth $565,974. This represents 0.22% of its overall portfolio holdings.

Number of Shares
9,173
Previous 8,420 8.94%
Holding current value
$565,974
Previous $495,000 15.15%
% of portfolio
0.22%
Previous 0.21%

Shares

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

Oct 31, 2024

BUY
$56.04 - $62.2 $42,198 - $46,836
753 Added 8.94%
9,173 $570,000
Q2 2024

Jul 30, 2024

BUY
$53.83 - $59.14 $229,046 - $251,640
4,255 Added 102.16%
8,420 $495,000
Q1 2024

May 06, 2024

BUY
$50.79 - $56.98 $211,540 - $237,321
4,165 New
4,165 $237,000

Others Institutions Holding DFUS

About DIMENSIONAL ETF TR U S EQUITY


  • Ticker DFUS
  • Sector ETFs
  • Industry ETFs
More about DFUS
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