Ownership history in Planning Center, Inc. · 11 quarters on record
This page tracks every 13F SEC filing in which Planning Center, Inc. reported a position in DIMENSIONAL ETF TRUST (DFSD). 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 | ADDED | 2,693,940 | +270,402 | +11.2% | 13.19% | $129.2M | $47.95 |
| 2025 Q3 | ADDED | 2,423,538 | +97,586 | +4.2% | 12.26% | $116.8M | $47.42 |
| 2025 Q2 | ADDED | 2,325,952 | +60,699 | +2.7% | 12.35% | $111.7M | $46.72 |
| 2025 Q1 | ADDED | 2,265,253 | +217,856 | +10.6% | 12.74% | $107.6M | $45.83 |
| 2024 Q4 | ADDED | 2,047,397 | +35,053 | +1.7% | 12.18% | $96.0M | $44.98 |
| 2024 Q3 | ADDED | 2,012,344 | +40,098 | +2.0% | 11.84% | $96.1M | $44.94 |
| 2024 Q2 | ADDED | 1,972,246 | +1,923,470 | +3943.5% | 12.11% | $92.7M | $43.77 |
| 2024 Q1 | UNCHANGED | 48,776 | — | 0% | 0.50% | $2.3M | $43.31 |
| 2023 Q4 | UNCHANGED | 48,776 | — | 0% | 0.53% | $2.3M | $43.01 |
| 2023 Q3 | REDUCED | 48,776 | -9,652 | -16.5% | 0.59% | $2.3M | $41.69 |
As of 2025 Q4 — sorted by position size