Sterling Financial Planning, Inc. DFSV Holdings History
Sterling Financial Planning, Inc.'s Dimensional US Small Cap Value ETF Holding Summary
As of 2025-03-31, Sterling Financial Planning, Inc. held 232,928.00 shares of Dimensional US Small Cap Value ETF(DFSV), totaling $6.56 Mil. This investment constitutes 2.38% of their stock portfolio, and Sterling Financial Planning, Inc. now holds 0.15% of the outstanding Dimensional US Small Cap Value ETF(DFSV) stock.
The initial trade took place in 2022Q2. And since then Sterling Financial Planning, Inc. has made 12 purchases of DFSV, at an average price of $26.86, for a total of 232,928.00 shares. Based on historical transaction data and DFSV's current price of $30.36, Sterling Financial Planning, Inc.'s estimated gain on his DFSV holdings is $815,079.18, reflecting a 13.03% gain to date.
Sterling Financial Planning, Inc. DFSV ($30.36) Holding Chart
Sterling Financial Planning, Inc. DFSV ($30.36) 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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