Sterling Financial Planning, Inc. Dimensional ETF Tr U S Equity Transaction History

Sterling Financial Planning, Inc.

$266 Million
Q1 2025

A detailed history of Sterling Financial Planning, Inc. transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Sterling Financial Planning, Inc. holds 10,123 shares of DFUS stock, worth $639,773. This represents 0.23% of its overall portfolio holdings.

Number of Shares

10,123

Previous 9,036 12.03%

Holding current value

$639,773

Previous $576,000 6.25%

% of portfolio

0.23%

Previous 0.22%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 28, 2025	BUY	$59.61 - $66.71 $64,796 - $72,513	1,087 Added 12.03%	10,123 $612,000
Q4 2024 Jan 31, 2025	SELL	$61.52 - $66.5 $8,428 - $9,110	-137 Reduced 1.49%	9,036 $576,000
Q3 2024 Oct 31, 2024	BUY	$56.04 - $62.2 $42,198 - $46,836	753 Added 8.94%	9,173 $570,000
Q2 2024 Jul 30, 2024	BUY	$53.83 - $59.14 $229,046 - $251,640	4,255 Added 102.16%	8,420 $495,000
Q1 2024 May 06, 2024	BUY	$50.79 - $56.98 $211,540 - $237,321	4,165 New	4,165 $237,000

Others Institutions Holding DFUS

# of Institutions

760

Shares Held

183M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR U S EQUITY

Ticker DFUS
Sector ETFs
Industry ETFs

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Sterling Financial Planning, Inc. Dimensional ETF Tr U S Equity Transaction History