Planning Center, Inc. Dimensional ETF Tr Dimensional Transaction History

Planning Center, Inc.

$555 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Jan 27, 2023	BUY	$19.06 - $23.03 $490,794 - $593,022	25,750 Added 245.73%	36,229 $809,000
Q3 2022 Oct 18, 2022	BUY	$19.05 - $23.07 $199,624 - $241,750	10,479 New	10,479 $201,000

Others Institutions Holding DFIC

# of Institutions

343

Shares Held

221M

Call Options Held

900

Put Options Held

0

Envestnet Asset Management Inc

23.8M
Shares

$654 Million
0.22% of portfolio
Mercer Global Advisors Inc Denver, CO

23.3M
Shares

$642 Million
1.55% of portfolio
Forum Financial Management, LP Lombard, IL

15.3M
Shares

$419 Million
8.27% of portfolio
Evensky & Katz LLC

5.74M
Shares

$158 Million
10.51% of portfolio
Rw Investment Management LLC Eagle, ID

4.71M
Shares

$130 Million
16.75% of portfolio

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFIC
Sector ETFs
Industry ETFs

More about DFIC

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.