Dimensional Etf Trust shares owned by Sterling Financial Planning
Quarter-by-quarter ownership of Dimensional Etf Trust (DFSV) shares owned by Sterling Financial Planning
from 13F filings
Historical chart of Sterling Financial Planning investment in Dimensional Etf Trust
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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 | $8.9M | 280k | 31.84 |
| 2025-06-30 | $8.2M | 278k | 29.43 |
| 2025-03-31 | $6.6M | 233k | 28.15 |
| 2024-12-31 | $6.3M | 205k | 30.78 |
| 2024-09-30 | $6.0M | 195k | 30.80 |
| 2024-06-30 | $4.9M | 172k | 28.78 |
| 2024-03-31 | $4.6M | 154k | 30.10 |
| 2023-12-31 | $4.1M | 142k | 29.12 |
| 2023-09-30 | $3.3M | 130k | 25.34 |
| 2023-06-30 | $3.0M | 117k | 25.70 |
| 2023-03-31 | $1.9M | 78k | 24.93 |
| 2022-12-31 | $1.3M | 55k | 24.77 |
| 2022-09-30 | $951k | 44k | 21.80 |
| 2022-06-30 | $279k | 12k | 22.60 |
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