Planning Center, Inc. Dimensional ETF Tr Emerging Mk Transaction History

Planning Center, Inc.

$555 Million
Q2 2024

A detailed history of Planning Center, Inc. transactions in Dimensional ETF Tr Emerging Mk stock. As of the latest transaction made, Planning Center, Inc. holds 501,771 shares of DFEM stock, worth $14.3 Million. This represents 2.41% of its overall portfolio holdings.

Number of Shares

501,771

Previous 490,239 2.35%

Holding current value

$14.3 Million

Previous $12.5 Million 7.33%

% of portfolio

2.41%

Previous 2.9%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 08, 2024	BUY	$24.84 - $27.2 $286,454 - $313,670	11,532 Added 2.35%	501,771 $13.4 Million
Q1 2024 Apr 22, 2024	BUY	$23.62 - $25.64 $797,316 - $865,503	33,756 Added 7.39%	490,239 $12.5 Million
Q4 2023 Jan 22, 2024	BUY	$22.36 - $24.96 $220,760 - $246,430	9,873 Added 2.21%	456,483 $11.4 Million
Q3 2023 Oct 25, 2023	BUY	$23.16 - $25.43 $298,740 - $328,021	12,899 Added 2.97%	446,610 $10.4 Million
Q2 2023 Jul 20, 2023	BUY	$23.0 - $24.82 $434,378 - $468,750	18,886 Added 4.55%	433,711 $10.4 Million
Q1 2023 Apr 17, 2023	BUY	$22.42 - $24.83 $2.29 Million - $2.54 Million	102,213 Added 32.7%	414,825 $9.79 Million
Q4 2022 Jan 27, 2023	BUY	$20.21 - $23.44 $6.32 Million - $7.33 Million	312,612 New	312,612 $7.02 Million

Others Institutions Holding DFEM

# of Institutions

325

Shares Held

124M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR EMERGING MK

Ticker DFEM
Sector ETFs
Industry ETFs

More about DFEM

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 Emerging Mk Transaction History