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 $14.9 Million. This represents 2.17% of its overall portfolio holdings.

Number of Shares

468,911

Previous 477,149 1.73%

Holding current value

$14.9 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

274

Shares Held

86.2M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFIS
Sector ETFs
Industry ETFs

More about DFIS

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 Dimensional Transaction History