Planning Center, Inc. Dimensional ETF Tr U S Small C Transaction History

Planning Center, Inc.

$600 Million
Q1 2025

A detailed history of Planning Center, Inc. transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Planning Center, Inc. holds 311,970 shares of DFAS stock, worth $18.1 Million. This represents 3.11% of its overall portfolio holdings.

Number of Shares

311,970

Previous 310,231 0.56%

Holding current value

$18.1 Million

Previous $20.2 Million 7.67%

% of portfolio

3.11%

Previous 3.53%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 18, 2025	BUY	$58.81 - $68.2 $102,270 - $118,599	1,739 Added 0.56%	311,970 $18.6 Million
Q4 2024 Jan 22, 2025	SELL	$63.58 - $71.15 $542,909 - $607,549	-8,539 Reduced 2.68%	310,231 $20.2 Million
Q3 2024 Nov 12, 2024	BUY	$59.25 - $65.33 $87,690 - $96,688	1,480 Added 0.47%	318,770 $20.7 Million
Q2 2024 Aug 08, 2024	BUY	$57.42 - $62.37 $315,465 - $342,660	5,494 Added 1.76%	317,290 $19.1 Million
Q1 2024 Apr 22, 2024	SELL	$56.66 - $62.34 $73,488 - $80,854	-1,297 Reduced 0.41%	311,796 $19.4 Million
Q4 2023 Jan 22, 2024	BUY	$48.83 - $60.51 $65,481 - $81,143	1,341 Added 0.43%	313,093 $18.7 Million
Q3 2023 Oct 25, 2023	BUY	$51.84 - $57.67 $96,733 - $107,612	1,866 Added 0.6%	311,752 $16.4 Million
Q2 2023 Jul 20, 2023	BUY	$49.85 - $54.8 $489,277 - $537,862	9,815 Added 3.27%	309,886 $17 Million
Q1 2023 Apr 17, 2023	SELL	$50.35 - $57.8 $564,524 - $648,053	-11,212 Reduced 3.6%	300,071 $15.8 Million
Q4 2022 Jan 27, 2023	BUY	$47.77 - $54.73 $6.88 Million - $7.89 Million	144,081 Added 86.17%	311,283 $15.9 Million
Q3 2022 Oct 18, 2022	BUY	$46.47 - $55.84 $344,760 - $414,276	7,419 Added 4.64%	167,202 $8.02 Million
Q2 2022 Jul 11, 2022	BUY	$46.65 - $56.4 $7.45 Million - $9.01 Million	159,783 New	159,783 $7.67 Million
Q1 2022 Apr 15, 2022	SELL	$53.45 - $60.82 $7.59 Million - $8.64 Million	-142,094 Closed	0 $0
Q4 2021 Feb 15, 2022	BUY	$56.67 - $63.93 $8.05 Million - $9.08 Million	142,094 New	142,094 $7.91 Million

Others Institutions Holding DFAS

# of Institutions

805

Shares Held

120M

Call Options Held

Put Options Held

200

View Full List

About DIMENSIONAL ETF TR U S SMALL C

Ticker DFAS
Sector ETFs
Industry ETFs

More about DFAS

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Planning Center, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Planning Center, Inc. with notifications on news.

Account

Planning Center, Inc. Dimensional ETF Tr U S Small C Transaction History