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 (DIHP). 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 | 1,856,079 | -125,662 | -6.3% | 6.00% | $58.8M | $31.67 |
| 2025 Q3 | ADDED | 1,981,741 | +30,585 | +1.6% | 6.32% | $60.2M | $30.28 |
| 2025 Q2 | REDUCED | 1,951,156 | -14,903 | -0.8% | 6.36% | $57.5M | $29.26 |
| 2025 Q1 | ADDED | 1,966,059 | +76,102 | +4.0% | 6.27% | $53.0M | $26.44 |
| 2024 Q4 | ADDED | 1,889,957 | +43,290 | +2.3% | 6.05% | $47.7M | $24.69 |
| 2024 Q3 | ADDED | 1,846,667 | +35,106 | +1.9% | 6.30% | $51.2M | $26.96 |
| 2024 Q2 | ADDED | 1,811,561 | +40,654 | +2.3% | 6.23% | $47.7M | $25.52 |
| 2024 Q1 | ADDED | 1,770,907 | +103,521 | +6.2% | 10.38% | $47.7M | $25.84 |
| 2023 Q4 | ADDED | 1,667,386 | +44,218 | +2.7% | 9.92% | $42.8M | $24.56 |
| 2023 Q3 | ADDED | 1,623,168 | +93,725 | +6.1% | 9.78% | $37.6M | $22.09 |
As of 2025 Q4 — sorted by position size