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

Sterling Financial Planning, Inc.

$266 Million
Q1 2025

A detailed history of Sterling Financial Planning, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Sterling Financial Planning, Inc. holds 289,717 shares of DISV stock, worth $8.74 Million. This represents 3.17% of its overall portfolio holdings.

Number of Shares

289,717

Previous 254,023 14.05%

Holding current value

$8.74 Million

Previous $6.75 Million 25.0%

% of portfolio

3.17%

Previous 2.56%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 28, 2025	BUY	$26.09 - $30.21 $931,256 - $1.08 Million	35,694 Added 14.05%	289,717 $8.44 Million
Q4 2024 Jan 31, 2025	BUY	$26.18 - $28.77 $146,922 - $161,457	5,612 Added 2.26%	254,023 $6.75 Million
Q3 2024 Oct 31, 2024	BUY	$26.06 - $29.18 $722,565 - $809,073	27,727 Added 12.56%	248,411 $7.22 Million
Q2 2024 Jul 30, 2024	BUY	$26.23 - $28.56 $688,144 - $749,271	26,235 Added 13.49%	220,684 $5.94 Million
Q1 2024 May 06, 2024	BUY	$24.73 - $27.24 $535,429 - $589,773	21,651 Added 12.53%	194,449 $5.29 Million
Q4 2023 Jan 31, 2024	BUY	$22.43 - $25.87 $389,698 - $449,465	17,374 Added 11.18%	172,798 $4.46 Million
Q3 2023 Nov 03, 2023	BUY	$23.27 - $25.13 $298,414 - $322,267	12,824 Added 8.99%	155,424 $3.7 Million
Q2 2023 Jul 28, 2023	BUY	$23.01 - $24.6 $574,582 - $614,286	24,971 Added 21.23%	142,600 $3.37 Million
Q1 2023 May 03, 2023	BUY	$22.4 - $24.75 $845,756 - $934,485	37,757 Added 47.27%	117,629 $2.8 Million
Q4 2022 Feb 06, 2023	BUY	$18.45 - $22.54 $339,295 - $414,510	18,390 Added 29.91%	79,872 $1.77 Million
Q3 2022 Nov 01, 2022	BUY	$18.36 - $22.57 $658,665 - $809,698	35,875 Added 140.1%	61,482 $1.14 Million
Q2 2022 Jul 27, 2022	BUY	$21.05 - $25.01 $539,027 - $640,431	25,607 New	25,607 $539,000

Others Institutions Holding DISV

# of Institutions

330

Shares Held

67.4M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DISV
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Sterling Financial Planning, Inc. Dimensional ETF Tr Dimensional Transaction History