Planning Center, Inc. Dimensional ETF Tr Transaction History

Planning Center, Inc.

$600 Million
Q1 2025

A detailed history of Planning Center, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Planning Center, Inc. holds 864,836 shares of DFIV stock, worth $34.7 Million. This represents 5.67% of its overall portfolio holdings.

Number of Shares

864,836

Previous 887,829 2.59%

Holding current value

$34.7 Million

Previous $31.5 Million 8.09%

% of portfolio

5.67%

Previous 5.51%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 18, 2025	SELL	$35.33 - $40.77 $812,342 - $937,424	-22,993 Reduced 2.59%	864,836 $34 Million
Q4 2024 Jan 22, 2025	BUY	$34.86 - $37.97 $230,180 - $250,715	6,603 Added 0.75%	887,829 $31.5 Million
Q3 2024 Nov 12, 2024	BUY	$34.66 - $38.38 $367,049 - $406,444	10,590 Added 1.22%	881,226 $33.6 Million
Q2 2024 Aug 08, 2024	BUY	$35.5 - $38.02 $8,378 - $8,972	236 Added 0.03%	870,636 $31.3 Million
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	$25.88 - $31.1 $9.57 Million - $11.5 Million	369,792 Added 63.07%	956,152 $29.1 Million
Q3 2022 Oct 18, 2022	BUY	$25.71 - $30.57 $1.72 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

662

Shares Held

214M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR

Ticker DFIV
Sector ETFs
Industry ETFs

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Planning Center, Inc. Dimensional ETF Tr Transaction History