Planning Center, Inc. Dimensional ETF Tr Transaction History

Planning Center, Inc.

$431 Million
Q1 2024

A detailed history of Planning Center, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Planning Center, Inc. holds 870,400 shares of DFIV stock, worth $32.1 Million. This represents 7.42% of its overall portfolio holdings.

Number of Shares

870,400

Previous 868,344 0.24%

Holding current value

$32.1 Million

Previous $29.8 Million 7.21%

% of portfolio

7.42%

Previous 7.42%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 22, 2024	BUY	$33.15 - $36.75 $68,156 - $75,558	2,056 Added 0.24%	870,400 $32 Million
Q4 2023 Jan 22, 2024	BUY	$30.86 - $34.46 $461,912 - $515,797	14,968 Added 1.75%	868,344 $29.8 Million
Q3 2023 Oct 25, 2023	BUY	$32.1 - $34.42 $19,934 - $21,374	621 Added 0.07%	853,376 $27.8 Million
Q2 2023 Jul 20, 2023	BUY	$31.45 - $33.77 $122,120 - $131,128	3,883 Added 0.46%	852,755 $28 Million
Q1 2023 Apr 17, 2023	SELL	$30.43 - $33.38 $3.26 Million - $3.58 Million	-107,280 Reduced 11.22%	848,872 $27.4 Million

Q4 2022 Jan 27, 2023	BUY	$28.34 - $31.1 $10.5 Million - $11.5 Million	369,792 Added 63.07%	956,152 $29.1 Million
Q3 2022 Oct 18, 2022	BUY	$26.42 - $30.57 $1.76 Million - $2.04 Million	66,750 Added 12.85%	586,360 $15.2 Million
Q2 2022 Jul 11, 2022	BUY	$28.66 - $33.84 $14.9 Million - $17.6 Million	519,610 New	519,610 $14.4 Million
Q1 2022 Apr 15, 2022	SELL	$30.75 - $35.49 $14.9 Million - $17.2 Million	-483,365 Closed	0 $0
Q4 2021 Feb 15, 2022	BUY	$31.61 - $34.21 $15.3 Million - $16.5 Million	483,365 New	483,365 $16.7 Million

Others Institutions Holding DFIV

# of Institutions

511

Shares Held

169M

Call Options Held

400

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFIV
Sector ETFs
Industry ETFs

More about DFIV

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