DFSB — DIMENSIONAL ETF TRUST

Ownership history in Planning Center, Inc.  ·  4 quarters on record

This page tracks every 13F SEC filing in which Planning Center, Inc. reported a position in DIMENSIONAL ETF TRUST (DFSB). 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
0.97% (2025 Q4)
Avg. % of fund
0.92%
First filed
2025 Q1
Last filed
2025 Q4
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 184,211 +24,624 +15.4% 0.97% $9.5M $51.80
2025 Q3 ADDED 159,587 +909 +0.6% 0.89% $8.5M $51.57
2025 Q2 ADDED 158,678 +11,450 +7.8% 0.92% $8.3M $50.76
2025 Q1 INITIATED 147,228 — — 0.90% $7.6M $49.86
% of Fund (quarterly)    DFSB price (monthly, adj. close)

Other funds also holding DFSB

As of 2025 Q4 — sorted by position size

Abacus Wealth Partners, LLC 12.35% Momentous Wealth Management, Inc. 5.09% Quantum Financial Advisors, LLC 3Y 3.0% SEEDS INVESTOR LLC 2.29% Wheels Up Wealth, Inc. 1.21% Simplicity Wealth,LLC 3Y 0.79% McCartney Wealth Management LLC 0.62% PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV 0.62% RAM Investment Partners, LLC 0.55% Samalin Investment Counsel, LLC 3Y 0.51%
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