Sterling Financial Planning, Inc.'s ownership history for DFEV

Sterling Financial Planning, Inc. currently holds 178.1K shares with a market value of $5.7M. It started holding DFEV on 2024-09-30. At its peak, it held 185.6K shares on 2025-06-30. Its highest holding value was $5.7M on 2025-09-30. At its lowest, it held 152.3K shares on 2024-09-30, with a value of $4.1M on 2024-12-31. In the recent 180 days, Sterling Financial Planning, Inc. has increased its shares by 2.4K. In the recent year, Sterling Financial Planning, Inc. has increased its shares by 25.8K.