Ownership history in Planning Center, Inc. · 11 quarters on record
This page tracks every 13F SEC filing in which Planning Center, Inc. reported a position in DIMENSIONAL ETF TRUST (DFGR). 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 | ADDED | 549,289 | +11,298 | +2.1% | 1.48% | $14.5M | $26.42 |
| 2025 Q3 | ADDED | 537,991 | +15,588 | +3.0% | 1.54% | $14.7M | $26.67 |
| 2025 Q2 | ADDED | 522,403 | +13,057 | +2.6% | 1.55% | $14.0M | $26.00 |
| 2025 Q1 | ADDED | 509,346 | +15,744 | +3.2% | 1.58% | $13.4M | $25.28 |
| 2024 Q4 | ADDED | 493,602 | +4,080 | +0.8% | 1.60% | $12.6M | $24.54 |
| 2024 Q3 | REDUCED | 489,522 | -2,208 | -0.4% | 1.74% | $14.1M | $27.20 |
| 2024 Q2 | ADDED | 491,730 | +11,947 | +2.5% | 1.61% | $12.3M | $23.39 |
| 2024 Q1 | ADDED | 479,783 | +15,160 | +3.3% | 2.67% | $12.2M | $23.72 |
| 2023 Q4 | ADDED | 464,623 | +21,136 | +4.8% | 2.80% | $12.1M | $24.09 |
| 2023 Q3 | ADDED | 443,487 | +30,710 | +7.4% | 2.58% | $9.9M | $20.51 |
As of 2025 Q4 — sorted by position size