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 (DFSI). 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 | REDUCED | 190,420 | -17,513 | -8.4% | 0.83% | $8.2M | $42.85 |
| 2025 Q3 | REDUCED | 207,933 | -1,421 | -0.7% | 0.89% | $8.5M | $40.74 |
| 2025 Q2 | ADDED | 209,354 | +1,212 | +0.6% | 0.91% | $8.3M | $39.07 |
| 2025 Q1 | ADDED | 208,142 | +11,082 | +5.6% | 0.86% | $7.3M | $34.14 |
| 2024 Q4 | REDUCED | 197,060 | -5,285 | -2.6% | 0.82% | $6.5M | $32.06 |
| 2024 Q3 | ADDED | 202,345 | +385 | +0.2% | 0.89% | $7.2M | $34.67 |
| 2024 Q2 | ADDED | 201,960 | +2,426 | +1.2% | 0.87% | $6.7M | $31.86 |
| 2024 Q1 | ADDED | 199,534 | +7,550 | +3.9% | 1.46% | $6.7M | $32.14 |
| 2023 Q4 | ADDED | 191,984 | +54,641 | +39.8% | 1.43% | $6.1M | $30.54 |
| 2023 Q3 | ADDED | 137,343 | +4,517 | +3.4% | 1.02% | $3.9M | $27.24 |
As of 2025 Q4 — sorted by position size