Ownership history in Planning Center, Inc. Β· 13 quarters on record
This page tracks every 13F SEC filing in which Planning Center, Inc. reported a position in DIMENSIONAL ETF TRUST (DISV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Planning Center, Inc. outperformed the S&P 500 by +0.4% annually on this DISV position. Timing score: 73% (8/11 decisions correct). Average cost basis: $23.52. Maximum drawdown during holding period: β8.0%.
β‘οΈ Roughly in line with S&P 500 (Β±1% alpha range).
11 quarters analyzed
π― Smart timing β consistently buying dips and trimming near peaks.
8 of 11 add/trim decisions correct
Best entry: $21.88 (2023 Q1) Β· Worst: $28.28 (2025 Q1)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
10 adds Β· 3 trims. Bought during 1 of 1 down-price quarters. π Consistently bullish β fund kept accumulating this position.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 2.84% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.