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 (DFSI). 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 β4.4% annually on this DFSI position. Timing score: 55% (6/11 decisions correct). Average cost basis: $31.18. Maximum drawdown during holding period: β7.5%.
β οΈ Trailed SPY by 4.4% ann. on this position.
11 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
6 of 11 add/trim decisions correct
Best entry: $27.24 (2023 Q3) Β· Worst: $39.07 (2025 Q2)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
8 adds Β· 5 trims. Bought during 2 of 3 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.83% 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