DFIS — 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 (DFIS). 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
2.43% (2024 Q1)
Avg. % of fund
1.83%
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 432,360 -32,169 -6.9% 1.45% $14.2M $32.94
2025 Q3 REDUCED 464,529 -4,382 -0.9% 1.54% $14.7M $31.48
2025 Q2 REDUCED 468,911 -8,238 -1.7% 1.55% $14.0M $29.60
2025 Q1 ADDED 477,149 +20,618 +4.5% 1.46% $12.3M $25.24
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    DFIS price (monthly, adj. close)

Other funds also holding DFIS

As of 2025 Q4 — sorted by position size

Matson Money. Inc. 3Y 7Y 12.64% Ballentine Capital Advisors, Inc 6.87% Shore Point Advisors, LLC 3Y 4.8% Total Wealth Planning, LLC 3Y 7Y 4.39% Brand Asset Management Group, Inc. 3Y 7Y 3.89% Wescott Financial Advisory Group, LLC 3Y 3.72% Discipline Wealth Solutions, LLC 3.61% Disciplined Investments, LLC 3Y 3.14% Tillman Hartley LLC 3Y 2.74% AIRE ADVISORS, LLC 3Y 2.73%
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