Planning Center, Inc. Dimensional ETF Tr Transaction History

Planning Center, Inc.

$645 Million
Q2 2025

A detailed history of Planning Center, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Planning Center, Inc. holds 2,850,542 shares of DFAX stock, worth $85.2 Million. This represents 12.98% of its overall portfolio holdings.

Number of Shares

2,850,542

Previous 2,916,306 2.26%

Holding current value

$85.2 Million

Previous $76.4 Million 9.57%

% of portfolio

12.98%

Previous 12.73%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 30, 2025	SELL	$23.37 - $29.39 $1.54 Million - $1.93 Million	-65,764 Reduced 2.26%	2,850,542 $83.7 Million
Q1 2025 Apr 18, 2025	BUY	$24.45 - $27.2 $38,117 - $42,404	1,559 Added 0.05%	2,916,306 $76.4 Million
Q4 2024 Jan 22, 2025	BUY	$24.76 - $27.04 $922,359 - $1.01 Million	37,252 Added 1.29%	2,914,747 $72.5 Million
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

638

Shares Held

244M

Call Options Held

6.8K

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFAX

More about DFAX

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 Transaction History