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

Sterling Financial Planning, Inc. currently holds 280.2K shares with a market value of $8.9M. It started holding DFSV on 2024-09-30. At its peak, it held 280.2K shares on 2025-09-30. Its highest holding value was $8.9M on 2025-09-30. At its lowest, it held 195.1K shares on 2024-09-30, with a value of $6.0M on 2024-09-30. In the recent 180 days, Sterling Financial Planning, Inc. has increased its shares by 47.2K. In the recent year, Sterling Financial Planning, Inc. has increased its shares by 85.0K.