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

Sterling Financial Planning, Inc.

$264 Million
Q4 2024

A detailed history of Sterling Financial Planning, Inc. transactions in Dimensional ETF Tr Inflation P stock. As of the latest transaction made, Sterling Financial Planning, Inc. holds 96,527 shares of DFIP stock, worth $4.05 Million. This represents 1.48% of its overall portfolio holdings.

Number of Shares

96,527

Previous 101,303 4.71%

Holding current value

$4.05 Million

Previous $4.28 Million 8.76%

% of portfolio

1.48%

Previous 1.63%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	SELL	$40.31 - $42.43 $192,520 - $202,645	-4,776 Reduced 4.71%	96,527 $3.91 Million
Q3 2024 Oct 31, 2024	BUY	$40.69 - $42.46 $595,091 - $620,977	14,625 Added 16.87%	101,303 $4.28 Million
Q2 2024 Jul 30, 2024	SELL	$40.31 - $41.37 $356,743 - $366,124	-8,850 Reduced 9.26%	86,678 $3.54 Million
Q1 2024 May 06, 2024	BUY	$40.58 - $41.54 $689,373 - $705,681	16,988 Added 21.63%	95,528 $3.94 Million
Q4 2023 Jan 31, 2024	BUY	$39.16 - $41.47 $960,947 - $1.02 Million	24,539 Added 45.44%	78,540 $3.24 Million
Q3 2023 Nov 03, 2023	BUY	$39.65 - $41.67 $124,382 - $130,718	3,137 Added 6.17%	54,001 $2.15 Million
Q2 2023 Jul 28, 2023	BUY	$41.16 - $43.19 $295,899 - $310,492	7,189 Added 16.46%	50,864 $2.1 Million
Q1 2023 May 03, 2023	BUY	$40.93 - $42.83 $854,823 - $894,504	20,885 Added 91.64%	43,675 $1.87 Million
Q4 2022 Feb 06, 2023	BUY	$40.55 - $42.62 $135,477 - $142,393	3,341 Added 17.18%	22,790 $938,000
Q3 2022 Nov 01, 2022	BUY	$40.65 - $46.11 $546,092 - $619,441	13,434 Added 223.34%	19,449 $791,000
Q2 2022 Jul 27, 2022	BUY	$43.79 - $47.31 $263,396 - $284,569	6,015 New	6,015 $265,000

Others Institutions Holding DFIP

# of Institutions

134

Shares Held

14.5M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR INFLATION P

Ticker DFIP
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Sterling Financial Planning, Inc. Dimensional ETF Tr Inflation P Transaction History