DFSD — DIMENSIONAL ETF TRUST

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 (DFSD). 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
13.19% (2025 Q4)
Avg. % of fund
8.09%
First filed
2023 Q2
Last filed
2025 Q4
Quarters held
11
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 2,693,940 +270,402 +11.2% 13.19% $129.2M $47.95
2025 Q3 ADDED 2,423,538 +97,586 +4.2% 12.26% $116.8M $47.42
2025 Q2 ADDED 2,325,952 +60,699 +2.7% 12.35% $111.7M $46.72
2025 Q1 ADDED 2,265,253 +217,856 +10.6% 12.74% $107.6M $45.83
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    DFSD price (monthly, adj. close)

Other funds also holding DFSD

As of 2025 Q4 — sorted by position size

Rachor Investment Advisory Services, LLC 35.8% Signature Resources Capital Management, LLC 16.52% Ruedi Wealth Management, Inc. 3Y 13.1% Keyes, Stange & Wooten Wealth Management, LLC 12.48% Valued Wealth Advisors LLC 11.52% DiNuzzo Private Wealth, Inc. 10.66% Grunden Financial Advisory, Inc. 9.64% Rather & Kittrell, Inc. 3Y 9.51% MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 3Y 7Y 9.1% WPWealth LLP 3Y 8.79%
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