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

Sterling Financial Planning, Inc. currently holds 289.9K shares with a market value of $10.2M. It started holding DFSV on 2024-09-30. At its peak, it held 289.9K shares on 2026-03-31. Its highest holding value was $10.2M on 2026-03-31. 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 9.7K. In the recent year, Sterling Financial Planning, Inc. has increased its shares by 56.9K.