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Dimensional Etf Trust shares owned by Sterling Financial Planning

Quarter-by-quarter ownership of Dimensional Etf Trust (DFAR) shares owned by Sterling Financial Planning from 13F filings

Historical chart of Sterling Financial Planning investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Dimensional Etf Trust held by Sterling Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dimensional Etf Trust by Sterling Financial Planning

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.1M 51k 22.74
2023-09-30 $745k 38k 19.52
2023-06-30 $623k 29k 21.52
2023-03-31 $587k 27k 21.49
2022-12-31 $561k 27k 21.15

More positions owned by Sterling Financial Planning

Ishares Tr S&p Mc 400vl Etf (IJJ)
Ishares Tr S&P SML 600 GWT (IJT)
Ishares Gold Tr Ishares New (IAU)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p Mc 400gr Etf (IJK)
Ishares Tr Sp Smcp600vl Etf (IJS)
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX)
Dimensional Etf Trust Internatnal Val (DFIV)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr Core S&p Mcp Etf (IJH)
Dimensional Etf Trust Intl Small Cap V (DISV)
Ishares Tr S&p 500 Val Etf (IVE)
Dimensional Etf Trust Us Small Cap Val (DFSV)

View all positions for Sterling Financial Planning

Top funds holding Dimensional Etf Trust

Elwood & Goetz Wealth Advisory Group
Beaird Harris Wealth Management
HighTower Advisors
Bridgeworth
RAM Investment Partners
Rather & Kittrell
Brown Financial Advisory
BKD Wealth Advisors
AE Wealth Management
Great Oak Capital Partners
Bridgewater Advisors
Forum Financial Management
Root Financial Partners
Core Wealth Management
Phillips Financial Management

View all funds holding Dimensional Etf Trust