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Dimensional Etf Trust shares owned by Sterling Financial Planning

Quarter-by-quarter ownership of Dimensional Etf Trust (DFGR) 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
2024-09-30 $4.8M 166k 28.86
2024-06-30 $3.8M 151k 24.99
2024-03-31 $3.0M 116k 25.53
2023-12-31 $2.3M 87k 25.98
2023-09-30 $1.5M 68k 22.41
2023-06-30 $1.4M 58k 24.39
2023-03-31 $865k 35k 24.55

More positions owned by Sterling Financial Planning

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

View all positions for Sterling Financial Planning

Top funds holding Dimensional Etf Trust

Forum Financial Management
JMG Financial Group
Savant Capital Management
Buckingham Asset Management
Private Ocean
CI Private Wealth
Brighton Jones
DiNuzzo Private Wealth
TCI Wealth Advisors
Wescott Financial Advisory Group
Quantum Financial Advisors
Summit Financial Strategies
Index Fund Advisors
Rs Crum
LPL Financial

View all funds holding Dimensional Etf Trust