Sterling Financial Planning, Inc. DISV Holdings History
Sterling Financial Planning, Inc.'s Dimensional International Small Cap Value ETF Holding Summary
As of 2025-03-31, Sterling Financial Planning, Inc. held 289,717.00 shares of Dimensional International Small Cap Value ETF(DISV), totaling $8.44 Mil. This investment constitutes 3.06% of their stock portfolio, and Sterling Financial Planning, Inc. now holds 0.31% of the outstanding Dimensional International Small Cap Value ETF(DISV) stock.
The initial trade took place in 2022Q2. And since then Sterling Financial Planning, Inc. has made 12 purchases of DISV, at an average price of $24.70, for a total of 289,717.00 shares. Based on historical transaction data and DISV's current price of $32.99, Sterling Financial Planning, Inc.'s estimated gain on his DISV holdings is $2.40 Mil, reflecting a 33.58% gain to date.
Sterling Financial Planning, Inc. DISV ($32.99) Holding Chart
Sterling Financial Planning, Inc. DISV ($32.99) 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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