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Dimensional Etf Trust shares owned by Sterling Financial Planning

Quarter-by-quarter ownership of Dimensional Etf Trust (DFLV) 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
2025-09-30 $882k 27k 32.90
2025-06-30 $972k 31k 31.02
2025-03-31 $764k 25k 30.57
2024-12-31 $656k 22k 30.03
2024-09-30 $637k 21k 30.81
2024-06-30 $293k 10k 28.91

More positions owned by Sterling Financial Planning

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

View all positions for Sterling Financial Planning

Top funds holding Dimensional Etf Trust

Savant Capital Management
EP Wealth Advisors
CI Private Wealth
Coldstream Capital Management
Foster Group
Truepoint
Mosaic Family Wealth Partners
Pathstone Holdings
HighTower Advisors
Cetera Investment Advisers
Summit Financial Strategies
Root Financial Partners
Beacon Pointe Advisors
DiNuzzo Private Wealth
H D Vest Advisory Services

View all funds holding Dimensional Etf Trust