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

Sterling Financial Planning, Inc.

$264 Million
Q4 2024

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 9,036 shares of DFUS stock, worth $551,467. This represents 0.22% of its overall portfolio holdings.

Number of Shares

9,036

Previous 9,173 1.49%

Holding current value

$551,467

Previous $570,000 1.05%

% of portfolio

0.22%

Previous 0.22%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

731

Shares Held

163M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR U S EQUITY

Ticker DFUS
Sector ETFs
Industry ETFs

More about DFUS

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 U S Equity Transaction History