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

Sterling Financial Planning, Inc. currently holds 316.7K shares with a market value of $14.6M. It started holding DFIV on 2024-09-30. At its peak, it held 321.4K shares on 2025-06-30. Its highest holding value was $14.6M on 2025-09-30. At its lowest, it held 282.2K shares on 2024-12-31, with a value of $10.0M on 2024-12-31. In the recent 180 days, Sterling Financial Planning, Inc. has increased its shares by 1.2K. In the recent year, Sterling Financial Planning, Inc. has increased its shares by 27.6K.