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

749

Shares Held

168M

Call Options Held

500

Put Options Held

View Full List

About DIMENSIONAL ETF TR U S TARGET

Ticker DFAT
Sector ETFs
Industry ETFs

More about DFAT

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 Target Transaction History