Planning Center, Inc. Dimensional ETF Tr Transaction History

Planning Center, Inc.

  • $592 Million
  • Q3 2024

A detailed history of Planning Center, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Planning Center, Inc. holds 2,877,495 shares of DFAX stock, worth $72.9 Million. This represents 13.13% of its overall portfolio holdings.

Number of Shares
2,877,495
Previous 2,848,317 1.02%
Holding current value
$72.9 Million
Previous $72.4 Million 7.34%
% of portfolio
13.13%
Previous 13.04%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
BUY
$24.29 - $27.25 $708,733 - $795,100
29,178 Added 1.02%
2,877,495 $77.7 Million
Q2 2024

Aug 08, 2024
BUY
$24.57 - $26.36 $399,360 - $428,455
16,254 Added 0.57%
2,848,317 $72.4 Million
Q1 2024

Apr 22, 2024
BUY
$23.42 - $25.45 $739,041 - $803,100
31,556 Added 1.13%
2,832,063 $72 Million
Q4 2023

Jan 22, 2024
BUY
$21.44 - $24.42 $1.28 Million - $1.45 Million
59,581 Added 2.17%
2,800,507 $68.4 Million
Q3 2023

Oct 25, 2023
BUY
$22.41 - $24.35 $1.07 Million - $1.16 Million
47,795 Added 1.77%
2,740,926 $61.7 Million
Q2 2023

Jul 20, 2023
BUY
$22.56 - $24.03 $132,404 - $141,032
5,869 Added 0.22%
2,693,131 $62.8 Million
Q1 2023

Apr 17, 2023
SELL
$21.74 - $23.72 $3.33 Million - $3.64 Million
-153,288 Reduced 5.4%
2,687,262 $62 Million
Q4 2022

Jan 27, 2023
BUY
$18.81 - $22.36 $25.2 Million - $30 Million
1,340,346 Added 89.34%
2,840,550 $61.4 Million
Q3 2022

Oct 18, 2022
BUY
$18.89 - $22.64 $2.5 Million - $3 Million
132,569 Added 9.69%
1,500,204 $28.3 Million
Q2 2022

Jul 11, 2022
BUY
$21.22 - $25.37 $29 Million - $34.7 Million
1,367,635 New
1,367,635 $28.6 Million
Q1 2022

Apr 15, 2022
SELL
$23.26 - $26.72 $28.3 Million - $32.5 Million
-1,216,073 Closed
0 $0
Q4 2021

Feb 15, 2022
BUY
$25.17 - $26.82 $30.6 Million - $32.6 Million
1,216,073 New
1,216,073 $31.6 Million

Others Institutions Holding DFAX

# of Institutions
512
Shares Held
221M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAX Quotes by TradingView
  • Ticker DFAX
More about DFAX
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