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

Planning Center, Inc.

$572 Million
Q4 2024

A detailed history of Planning Center, Inc. transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Planning Center, Inc. holds 446,336 shares of DFAT stock, worth $23.2 Million. This represents 4.35% of its overall portfolio holdings.

Number of Shares

446,336

Previous 453,546 1.59%

Holding current value

$23.2 Million

Previous $25.2 Million 1.53%

% of portfolio

4.35%

Previous 4.26%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	SELL	$54.54 - $61.04 $393,233 - $440,098	-7,210 Reduced 1.59%	446,336 $24.8 Million
Q3 2024 Nov 12, 2024	BUY	$51.0 - $57.07 $391,221 - $437,783	7,671 Added 1.72%	453,546 $25.2 Million
Q2 2024 Aug 08, 2024	BUY	$50.18 - $54.47 $332,392 - $360,809	6,624 Added 1.51%	445,875 $23.1 Million
Q1 2024 Apr 22, 2024	BUY	$49.45 - $54.43 $522,241 - $574,835	10,561 Added 2.46%	439,251 $23.9 Million
Q4 2023 Jan 22, 2024	SELL	$42.71 - $53.09 $486,338 - $604,535	-11,387 Reduced 2.59%	428,690 $22.4 Million
Q3 2023 Oct 25, 2023	BUY	$45.07 - $49.71 $23,661 - $26,097	525 Added 0.12%	440,077 $20.1 Million
Q2 2023 Jul 20, 2023	BUY	$41.44 - $46.39 $1.19 Million - $1.34 Million	28,798 Added 7.01%	439,552 $20.4 Million
Q1 2023 Apr 17, 2023	BUY	$42.38 - $49.75 $491,565 - $577,050	11,599 Added 2.91%	410,754 $18.3 Million
Q4 2022 Jan 27, 2023	BUY	$40.24 - $46.91 $8.96 Million - $10.4 Million	222,540 Added 126.0%	399,155 $17.5 Million
Q3 2022 Oct 18, 2022	SELL	$38.84 - $46.6 $382,457 - $458,870	-9,847 Reduced 5.28%	176,615 $7.15 Million
Q2 2022 Jul 11, 2022	BUY	$39.72 - $47.15 $7.41 Million - $8.79 Million	186,462 New	186,462 $7.42 Million
Q1 2022 Apr 15, 2022	SELL	$44.35 - $48.64 $7.72 Million - $8.47 Million	-174,143 Closed	0 $0
Q4 2021 Feb 15, 2022	BUY	$44.48 - $49.36 $7.75 Million - $8.6 Million	174,143 New	174,143 $8.03 Million

Others Institutions Holding DFAT

# of Institutions

753

Shares Held

168M

Call Options Held

500

Put Options Held

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About DIMENSIONAL ETF TR U S TARGET

Ticker DFAT
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Planning Center, Inc. Dimensional ETF Tr U S Target Transaction History