Sterling Financial Planning, Inc. Dimensional ETF Tr Transaction History

Sterling Financial Planning, Inc.

$306 Million
Q3 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 316,690 shares of DFIV stock, worth $15.2 Million. This represents 4.77% of its overall portfolio holdings.

Number of Shares

316,690

Previous 321,412 1.47%

Holding current value

$15.2 Million

Previous $13.8 Million 6.09%

% of portfolio

4.77%

Previous 4.76%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 23, 2025	SELL	$42.66 - $46.53 $201,440 - $219,714	-4,722 Reduced 1.47%	316,690 $14.6 Million
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

793

Shares Held

258M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR

Ticker DFIV
Sector ETFs
Industry ETFs

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Sterling Financial Planning, Inc. Dimensional ETF Tr Transaction History