Planning Center, Inc. Dimensional ETF Tr Dimensional Transaction History

Planning Center, Inc.

$645 Million
Q2 2025

A detailed history of Planning Center, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Planning Center, Inc. holds 468,911 shares of DFIS stock, worth $14.2 Million. This represents 2.17% of its overall portfolio holdings.

Number of Shares

468,911

Previous 477,149 1.73%

Holding current value

$14.2 Million

Previous $12.3 Million 13.49%

% of portfolio

2.17%

Previous 2.05%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 30, 2025	SELL	$23.2 - $29.84 $191,121 - $245,821	-8,238 Reduced 1.73%	468,911 $14 Million
Q1 2025 Apr 18, 2025	BUY	$23.92 - $26.89 $493,182 - $554,418	20,618 Added 4.52%	477,149 $12.3 Million
Q4 2024 Jan 22, 2025	BUY	$24.25 - $26.7 $50,197 - $55,269	2,070 Added 0.46%	456,531 $11.2 Million
Q3 2024 Nov 12, 2024	BUY	$24.06 - $26.97 $75,283 - $84,389	3,129 Added 0.69%	454,461 $12.2 Million
Q2 2024 Aug 08, 2024	BUY	$24.08 - $25.86 $155,532 - $167,029	6,459 Added 1.45%	451,332 $11.1 Million
Q1 2024 Apr 22, 2024	BUY	$23.13 - $25.1 $714,994 - $775,891	30,912 Added 7.47%	444,873 $11.1 Million
Q4 2023 Jan 22, 2024	BUY	$20.55 - $24.23 $245,983 - $290,033	11,970 Added 2.98%	413,961 $10 Million
Q3 2023 Oct 25, 2023	BUY	$21.81 - $23.89 $345,448 - $378,393	15,839 Added 4.1%	401,991 $8.82 Million
Q2 2023 Jul 20, 2023	BUY	$22.26 - $23.55 $489,608 - $517,982	21,995 Added 6.04%	386,152 $8.81 Million
Q1 2023 Apr 17, 2023	BUY	$21.65 - $23.87 $1.91 Million - $2.1 Million	88,127 Added 31.93%	364,157 $8.37 Million
Q4 2022 Jan 27, 2023	BUY	$18.29 - $22.14 $5.05 Million - $6.11 Million	276,030 New	276,030 $5.94 Million

Others Institutions Holding DFIS

# of Institutions

264

Shares Held

85M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFIS
Sector ETFs
Industry ETFs

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Planning Center, Inc. Dimensional ETF Tr Dimensional Transaction History