Sterling Financial Planning, Inc. DFIP Holdings History
Sterling Financial Planning, Inc.'s Dimensional Inflation-Protected Securities ETF Holding Summary
As of 2025-03-31, Sterling Financial Planning, Inc. held 125,011.00 shares of Dimensional Inflation-Protected Securities ETF(DFIP), totaling $5.26 Mil. This investment constitutes 1.91% of their stock portfolio, and Sterling Financial Planning, Inc. now holds 0.59% of the outstanding Dimensional Inflation-Protected Securities ETF(DFIP) stock.
The initial trade took place in 2022Q2. And since then Sterling Financial Planning, Inc. has made 10 purchases of DFIP, at an average price of $41.66, for a total of 138,637.00 shares. In addition, there have been 2 sales at an average price of $40.96 for 13,626.00 shares. Based on historical transaction data and DFIP's current price of $41.88, Sterling Financial Planning, Inc.'s estimated gain on his DFIP holdings is $17,944.37, reflecting a 0.31% gain to date.
Sterling Financial Planning, Inc. DFIP ($41.88) Holding Chart
Sterling Financial Planning, Inc. DFIP ($41.88) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
