DFEM — DIMENSIONAL ETF TRUST

Ownership history in Planning Center, Inc.  ·  13 quarters on record

This page tracks every 13F SEC filing in which Planning Center, Inc. reported a position in DIMENSIONAL ETF TRUST (DFEM). 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
2.75% (2023 Q1)
Avg. % of fund
2.13%
First filed
2022 Q4
Last filed
2025 Q4
Quarters held
13
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 491,490 -45,810 -8.5% 1.66% $16.3M $33.08
2025 Q3 REDUCED 537,300 -2,288 -0.4% 1.81% $17.2M $31.87
2025 Q2 ADDED 539,588 +6,435 +1.2% 1.77% $16.0M $29.26
2025 Q1 ADDED 533,153 +24,997 +4.9% 1.67% $14.1M $25.86
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    DFEM price (monthly, adj. close)

Other funds also holding DFEM

As of 2025 Q4 — sorted by position size

Miramar Fiduciary Corp 3Y 25.18% EnRich Financial Partners LLC 11.56% CAPSTONE CAPITAL LLC 11.37% Kooman & Associates 3Y 9.89% Your Advocates Ltd., LLP 3Y 9.37% GREAT OAK CAPITAL PARTNERS, LLC 9.25% Seaside Wealth Management, Inc. 3Y 9.04% Cravens & Co Advisors, LLC 3Y 8.67% Sensible Money, LLC 7.65% Forum Financial Management, LP 3Y 7.57%
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