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Dimensional Etf Trust shares owned by Sterling Financial Planning

Quarter-by-quarter ownership of Dimensional Etf Trust (DFUS) 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 $771k 11k 72.44
2025-06-30 $717k 11k 67.02
2025-03-31 $612k 10k 60.48
2024-12-31 $576k 9.0k 63.75
2024-09-30 $571k 9.2k 62.20
2024-06-30 $496k 8.4k 58.85
2024-03-31 $237k 4.2k 56.98

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

Prudential Financial
Colony
Maseco
Index Fund Advisors
Plan
Root Financial Partners
Sax Wealth Advisors
LPL Financial
Creative Planning
TCI Wealth Advisors
Great Waters Wealth Management
Mercer Global Advisors
Zhang Financial
Mariner Wealth Advisors
G2 Capital Management, Llc / Oh

View all funds holding Dimensional Etf Trust