Planning Center, Inc. Dimensional ETF Tr Transaction History

Planning Center, Inc.

  • $592 Million
  • Q3 2024

A detailed history of Planning Center, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Planning Center, Inc. holds 881,226 shares of DFIV stock, worth $30.8 Million. This represents 5.67% of its overall portfolio holdings.

Number of Shares
881,226
Previous 870,636 1.22%
Holding current value
$30.8 Million
Previous $31.3 Million 7.25%
% of portfolio
5.67%
Previous 5.63%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
559
Shares Held
193M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFIV Quotes by TradingView
  • Ticker DFIV
  • Sector ETFs
  • Industry ETFs
More about DFIV
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