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 41,119 shares of DFAR stock, worth $1.02 Million. This represents 0.4% of its overall portfolio holdings.

Number of Shares

41,119

Previous 42,032 2.17%

Holding current value

$1.02 Million

Previous $928,000 13.58%

% of portfolio

0.4%

Previous 0.39%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 31, 2024	SELL	$21.91 - $26.03 $20,003 - $23,765	-913 Reduced 2.17%	41,119 $1.05 Million
Q2 2024 Jul 30, 2024	BUY	$20.41 - $22.23 $53,433 - $58,198	2,618 Added 6.64%	42,032 $928,000
Q1 2024 May 06, 2024	SELL	$21.28 - $22.96 $236,569 - $255,246	-11,117 Reduced 22.0%	39,414 $881,000
Q4 2023 Jan 31, 2024	BUY	$18.45 - $23.08 $228,005 - $285,222	12,358 Added 32.37%	50,531 $1.15 Million
Q3 2023 Nov 03, 2023	BUY	$19.26 - $22.35 $178,000 - $206,558	9,242 Added 31.94%	38,173 $745,000
Q2 2023 Jul 28, 2023	BUY	$20.22 - $21.63 $32,554 - $34,824	1,610 Added 5.89%	28,931 $622,000
Q1 2023 May 03, 2023	BUY	$19.83 - $23.92 $15,665 - $18,896	790 Added 2.98%	27,321 $587,000
Q4 2022 Feb 06, 2023	BUY	$19.45 - $22.52 $516,027 - $597,478	26,531 New	26,531 $561,000

Others Institutions Holding DFAR

# of Institutions

218

Shares Held

35.4M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFAR
Sector ETFs
Industry ETFs

More about DFAR

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