Ownership history in Planning Center, Inc. · 7 quarters on record
This page tracks every 13F SEC filing in which Planning Center, Inc. reported a position in DIMENSIONAL ETF TRUST (DFIP). 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 | 1,016,625 | +118,283 | +13.2% | 4.31% | $42.2M | $41.56 |
| 2025 Q3 | ADDED | 898,342 | +29,748 | +3.4% | 3.98% | $37.9M | $41.62 |
| 2025 Q2 | ADDED | 868,594 | +18,628 | +2.2% | 4.02% | $36.3M | $40.72 |
| 2025 Q1 | ADDED | 849,966 | +95,866 | +12.7% | 4.24% | $35.8M | $40.37 |
As of 2025 Q4 — sorted by position size