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

Sterling Financial Planning, Inc.

$241 Million
Q1 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 95,528 shares of DFIP stock, worth $3.89 Million. This represents 1.63% of its overall portfolio holdings.

Number of Shares

95,528

Previous 78,540 21.63%

Holding current value

$3.89 Million

Previous $3.24 Million 21.53%

% of portfolio

1.63%

Previous 1.43%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$40.64 - $42.62 $135,778 - $142,393	3,341 Added 17.18%	22,790 $938,000
Q3 2022 Nov 01, 2022	BUY	$41.68 - $46.11 $559,929 - $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

Shares Held

6.6M

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