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

Sterling Financial Planning, Inc.

$241 Million
Q1 2024

A detailed history of Sterling Financial Planning, Inc. transactions in Dimensional ETF Tr Emerging Mk stock. As of the latest transaction made, Sterling Financial Planning, Inc. holds 117,605 shares of DFEV stock, worth $3.28 Million. This represents 1.26% of its overall portfolio holdings.

Number of Shares

117,605

Previous 102,227 15.04%

Holding current value

$3.28 Million

Previous $2.58 Million 18.52%

% of portfolio

1.26%

Previous 1.14%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 06, 2024	BUY	$23.76 - $25.97 $365,381 - $399,366	15,378 Added 15.04%	117,605 $3.05 Million
Q4 2023 Jan 31, 2024	BUY	$22.6 - $25.2 $497,154 - $554,349	21,998 Added 27.42%	102,227 $2.58 Million
Q3 2023 Nov 03, 2023	BUY	$23.53 - $25.86 $159,768 - $175,589	6,790 Added 9.25%	80,229 $1.9 Million
Q2 2023 Jul 28, 2023	BUY	$23.36 - $25.06 $367,779 - $394,544	15,744 Added 27.29%	73,439 $1.79 Million
Q1 2023 May 03, 2023	BUY	$22.4 - $24.52 $406,537 - $445,013	18,149 Added 45.89%	57,695 $1.35 Million

Q4 2022 Feb 06, 2023	BUY	$21.35 - $23.31 $238,137 - $259,999	11,154 Added 39.29%	39,546 $894,000
Q3 2022 Nov 01, 2022	BUY	$21.37 - $24.06 $606,737 - $683,111	28,392 New	28,392 $583,000

Others Institutions Holding DFEV

# of Institutions

131

Shares Held

15M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR EMERGING MK

Ticker DFEV
Sector ETFs
Industry ETFs

More about DFEV

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