Sterling Financial Planning »

Dimensional Etf Trust Inflation Prote shares owned by Sterling Financial Planning

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

Historical chart of Sterling Financial Planning investment in Dimensional Etf Trust Inflation Prote

Tip: Access up to 7 years of quarterly data

All positions including Dimensional Etf Trust Inflation Prote 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 Inflation Prote by Sterling Financial Planning

Quarter filed Position value Share count Share price at filing
2023-12-31 $3.2M 79k 41.28
2023-09-30 $2.1M 54k 39.77
2023-06-30 $2.1M 51k 41.31
2023-03-31 $1.9M 44k 42.83
2022-12-31 $938k 23k 41.16
2022-09-30 $791k 19k 40.67
2022-06-30 $265k 6.0k 44.06

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 Inflation Prote

Heirloom Wealth Management
Hill Investment Group Partners
CPA Asset Management
Larson Financial Group
Rather & Kittrell
Market Street Wealth Management Advisors
Five Oceans Advisors
Leading Edge Financial Planning
Austin Wealth Management
Core Wealth Management
Apella Capital
Geometric Wealth Advisors
Sensible Financial Planning & Management
BetterWealth
Physician Wealth Solutions

View all funds holding Dimensional Etf Trust Inflation Prote