DFAC — DIMENSIONAL ETF TRUST

Ownership history in Planning Center, Inc.  ·  16 quarters on record

This page tracks every 13F SEC filing in which Planning Center, Inc. reported a position in DIMENSIONAL ETF TRUST (DFAC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
21.28% (2021 Q4)
Avg. % of fund
12.94%
First filed
2021 Q4
Last filed
2025 Q4
Quarters held
16
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 1,921,660 -148,446 -7.2% 7.77% $76.1M $39.59
2025 Q3 REDUCED 2,070,106 -24,644 -1.2% 8.38% $79.8M $38.48
2025 Q2 ADDED 2,094,750 +71,994 +3.6% 8.30% $75.1M $35.66
2025 Q1 REDUCED 2,022,756 -65 -0.0% 7.90% $66.7M $32.72
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    DFAC price (monthly, adj. close)

Other funds also holding DFAC

As of 2025 Q4 — sorted by position size

Onyx Financial Advisors, LLC 3Y 60.88% CAPSTONE CAPITAL LLC 46.7% SJS Investment Consulting Inc. 3Y 45.64% Warburton Capital Management, LLC 45.47% BCU Wealth Advisors, LLC 44.02% Geometric Wealth Advisors 3Y 43.65% ANDREWS, LUCIA WEALTH MANAGEMENT LLC 3Y 43.51% Chico Wealth RIA 3Y 43.44% Monument Group Wealth Advisors, LLC 42.47% Shearwater Capital LLC 3Y 38.46%
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