Sterling Financial Planning »

Dimensional Etf Trust shares owned by Sterling Financial Planning

Quarter-by-quarter ownership of Dimensional Etf Trust (DFAT) 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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Dimensional Etf Trust by Sterling Financial Planning

Quarter filed Position value Share count Share price at filing
2026-06-30 $223k 3.2k 69.90
2021-09-30 $153k 3.4k 44.54
2021-06-30 $148k 3.3k 44.90

More positions owned by Sterling Financial Planning

Ishares Tr S&p Mc 400vl Etf (IJJ)
Ishares Tr S&P SML 600 GWT (IJT)
Ishares Tr S&p Mc 400gr Etf (IJK)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Gold Tr Ishares New (IAU)
Dimensional Etf Trust Internatnal Val (DFIV)
Vanguard Whitehall Fds High Div Yld (VYM)
Schwab Strategic Tr Fundamental Us L (FNDX)
Dimensional Etf Trust Intl Small Cap V (DISV)
Vanguard Bd Index Fds Intermed Term (BIV)
Dimensional Etf Trust Us Small Cap Etf (DFSV)
Ishares Tr Sp Smcp600vl Etf (IJS)
Innovator Etfs Trust Us Eqt Acc 9 Bfr (XBJA)
Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Inflation Prote (DFIP)

View all positions for Sterling Financial Planning

Top funds holding Dimensional Etf Trust

Creative Planning
Colony
Forum Financial Management
Index Fund Advisors
Pure Financial Advisors
Buckingham Strategic Partners
Savant Capital Management
EP Wealth Advisors
Jackson Thornton Asset Management
Asset Dedication
Apella Capital
Raymond James Financial
CI Private Wealth
HighTower Advisors
Trust Co of the South

View all funds holding Dimensional Etf Trust