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 (DFAT). 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 461,138 | -33,653 | -6.8% | 2.80% | $27.5M | $59.54 |
| 2025 Q3 | REDUCED | 494,791 | -3,274 | -0.7% | 3.02% | $28.8M | $57.98 |
| 2025 Q2 | ADDED | 498,065 | +41,667 | +9.1% | 2.97% | $26.9M | $53.49 |
| 2025 Q1 | ADDED | 456,398 | +10,062 | +2.3% | 2.78% | $23.5M | $50.81 |
| 2024 Q4 | REDUCED | 446,336 | -7,210 | -1.6% | 3.15% | $24.8M | $54.76 |
| 2024 Q3 | ADDED | 453,546 | +7,671 | +1.7% | 3.11% | $25.2M | $54.53 |
| 2024 Q2 | ADDED | 445,875 | +6,624 | +1.5% | 3.02% | $23.1M | $50.66 |
| 2024 Q1 | ADDED | 439,251 | +10,561 | +2.5% | 5.20% | $23.9M | $52.94 |
| 2023 Q4 | REDUCED | 428,690 | -11,387 | -2.6% | 5.20% | $22.4M | $50.80 |
| 2023 Q3 | ADDED | 440,077 | +525 | +0.1% | 5.22% | $20.1M | $44.18 |
As of 2025 Q4 — sorted by position size