DUSB — DIMENSIONAL ETF TRUST

Ownership history in Planning Center, Inc.  ·  7 quarters on record

This page tracks every 13F SEC filing in which Planning Center, Inc. reported a position in DIMENSIONAL ETF TRUST (DUSB). 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
17.67% (2025 Q4)
Avg. % of fund
16.37%
First filed
2024 Q2
Last filed
2025 Q4
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 3,416,822 +346,870 +11.3% 17.67% $173.1M $50.43
2025 Q3 ADDED 3,069,952 +140,752 +4.8% 16.36% $155.9M $49.92
2025 Q2 ADDED 2,929,200 +127,761 +4.6% 16.44% $148.7M $49.34
2025 Q1 ADDED 2,801,439 +305,829 +12.3% 16.82% $142.1M $48.79
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    DUSB price (monthly, adj. close)

Other funds also holding DUSB

As of 2025 Q4 — sorted by position size

Rachor Investment Advisory Services, LLC 10.02% American Capital Advisory, LLC 7.69% Sterling Wealth Management, Inc. 6.82% TAGStone Capital, Inc. 3Y 5.28% Hiley Hunt Wealth Management 5.02% Onyx Financial Advisors, LLC 3Y 4.39% Foundry Financial LLC 4.38% SC&H Financial Advisors, Inc. 3Y 4.22% SJS Investment Consulting Inc. 3Y 4.12% John A. Wolfe & Associates, Inc. 3.87%
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