Ownership history in Planning Center, Inc. Β· 16 quarters on record
This page tracks every 13F SEC filing in which Planning Center, Inc. reported a position in DIMENSIONAL ETF TRUST (DFAS). 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. underperformed the S&P 500 by β6.2% annually on this DFAS position. Timing score: 67% (10/15 decisions correct). Average cost basis: $53.78. Maximum drawdown during holding period: β21.9%.
β Significantly underperformed the S&P 500 by 6.2% ann.
15 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
10 of 15 add/trim decisions correct
Best entry: $44.95 (2022 Q3) Β· Worst: $64.02 (2024 Q3)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
11 adds Β· 5 trims. Bought during 5 of 5 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 2.23% 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.
As of 2025 Q4 β sorted by position size