Planning Center, Inc. Dimensional ETF Tr Call Options Transaction History

Planning Center, Inc.

$680 Million
Q3 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding DFIV

# of Institutions

772

Shares Held

268M

Call Options Held

0

Put Options Held

0

Northwestern Mutual Wealth Management CO

24.6M
Shares

$1.14 Billion
0.78% of portfolio
Envestnet Asset Management Inc

21.1M
Shares

$979 Million
0.28% of portfolio
Mercer Global Advisors Inc Denver, CO

19.9M
Shares

$923 Million
1.77% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

11.2M
Shares

$517 Million
4.47% of portfolio
Savant Capital, LLC

8.59M
Shares

$398 Million
2.4% of portfolio

About DIMENSIONAL ETF TR

Ticker DFIV
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