Sterling Financial Planning, Inc. DFIV Holdings History
Sterling Financial Planning, Inc.'s Dimensional International Value ETF Holding Summary
As of 2025-03-31, Sterling Financial Planning, Inc. held 315,493.00 shares of Dimensional International Value ETF(DFIV), totaling $12.42 Mil. This investment constitutes 4.5% of their stock portfolio, and Sterling Financial Planning, Inc. now holds 0.12% of the outstanding Dimensional International Value ETF(DFIV) stock.
The initial trade took place in 2022Q2. And since then Sterling Financial Planning, Inc. has made 11 purchases of DFIV, at an average price of $32.69, for a total of 322,333.00 shares. In addition, there have been 1 sales at an average price of $36.65 for 6,840.00 shares. Based on historical transaction data and DFIV's current price of $42.72, Sterling Financial Planning, Inc.'s estimated gain on his DFIV holdings is $3.19 Mil, reflecting a 30.29% gain to date.
Sterling Financial Planning, Inc. DFIV ($42.72) Holding Chart
Sterling Financial Planning, Inc. DFIV ($42.72) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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