Sterling Financial Planning, Inc. Dimensional ETF Tr Transaction History

Sterling Financial Planning, Inc.

$289 Million
Q2 2025

A detailed history of Sterling Financial Planning, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Sterling Financial Planning, Inc. holds 321,412 shares of DFIV stock, worth $13.9 Million. This represents 4.76% of its overall portfolio holdings.

Number of Shares

321,412

Previous 315,493 1.88%

Holding current value

$13.9 Million

Previous $12.4 Million 10.86%

% of portfolio

4.76%

Previous 4.66%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 28, 2025	BUY	$34.67 - $43.21 $205,211 - $255,759	5,919 Added 1.88%	321,412 $13.8 Million
Q1 2025 Apr 28, 2025	BUY	$35.33 - $40.77 $1.18 Million - $1.36 Million	33,275 Added 11.79%	315,493 $12.4 Million
Q4 2024 Jan 31, 2025	SELL	$34.86 - $37.97 $238,442 - $259,714	-6,840 Reduced 2.37%	282,218 $10 Million
Q3 2024 Oct 31, 2024	BUY	$34.66 - $38.38 $1.07 Million - $1.18 Million	30,760 Added 11.91%	289,058 $11 Million
Q2 2024 Jul 30, 2024	BUY	$35.5 - $38.02 $635,379 - $680,481	17,898 Added 7.45%	258,298 $9.28 Million
Q1 2024 May 06, 2024	BUY	$33.15 - $36.75 $449,348 - $498,146	13,555 Added 5.98%	240,400 $8.83 Million
Q4 2023 Jan 31, 2024	BUY	$30.86 - $34.46 $946,846 - $1.06 Million	30,682 Added 15.64%	226,845 $7.79 Million
Q3 2023 Nov 03, 2023	BUY	$32.1 - $34.42 $260,973 - $279,834	8,130 Added 4.32%	196,163 $6.4 Million
Q2 2023 Jul 28, 2023	BUY	$31.45 - $33.77 $1.42 Million - $1.52 Million	45,152 Added 31.6%	188,033 $6.18 Million
Q1 2023 May 03, 2023	BUY	$30.43 - $33.38 $935,174 - $1.03 Million	30,732 Added 27.4%	142,881 $4.61 Million
Q4 2022 Feb 06, 2023	BUY	$25.88 - $31.1 $1.29 Million - $1.55 Million	49,936 Added 80.27%	112,149 $3.41 Million
Q3 2022 Nov 01, 2022	BUY	$25.71 - $30.57 $1.18 Million - $1.4 Million	45,929 Added 282.05%	62,213 $1.6 Million
Q2 2022 Jul 27, 2022	BUY	$28.66 - $33.84 $466,699 - $551,050	16,284 New	16,284 $470,000

Others Institutions Holding DFIV

# of Institutions

714

Shares Held

231M

Call Options Held

1.8K

Put Options Held

200

View Full List

About DIMENSIONAL ETF TR

Ticker DFIV
Sector ETFs
Industry ETFs

More about DFIV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Sterling Financial Planning, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Sterling Financial Planning, Inc. with notifications on news.

Account

Sterling Financial Planning, Inc. Dimensional ETF Tr Transaction History