Planning Center, Inc. Dimensional ETF Tr Us Marketwi Transaction History

Planning Center, Inc.

$431 Million
Q1 2024

A detailed history of Planning Center, Inc. transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Planning Center, Inc. holds 767,437 shares of DFUV stock, worth $30.1 Million. This represents 7.28% of its overall portfolio holdings.

Number of Shares

767,437

Previous 800,873 4.17%

Holding current value

$30.1 Million

Previous $29.8 Million 5.3%

% of portfolio

7.28%

Previous 7.41%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 22, 2024	SELL	$36.22 - $40.9 $1.21 Million - $1.37 Million	-33,436 Reduced 4.17%	767,437 $31.4 Million
Q4 2023 Jan 22, 2024	BUY	$31.85 - $37.39 $43,761 - $51,373	1,374 Added 0.17%	800,873 $29.8 Million
Q3 2023 Oct 25, 2023	SELL	$33.83 - $36.19 $37,788 - $40,424	-1,117 Reduced 0.14%	799,499 $27.2 Million
Q2 2023 Jul 20, 2023	BUY	$32.32 - $34.5 $802,764 - $856,911	24,838 Added 3.2%	800,616 $27.6 Million
Q1 2023 Apr 17, 2023	SELL	$31.9 - $35.83 $2.03 Million - $2.28 Million	-63,647 Reduced 7.58%	775,778 $26 Million

Q4 2022 Jan 27, 2023	BUY	$33.0 - $35.36 $10.6 Million - $11.4 Million	321,425 Added 62.05%	839,425 $28.1 Million
Q3 2022 Oct 18, 2022	BUY	$30.15 - $34.78 $806,452 - $930,295	26,748 Added 5.44%	518,000 $15.7 Million
Q2 2022 Jul 11, 2022	BUY	$30.92 - $35.31 $15.2 Million - $17.3 Million	491,252 New	491,252 $15.4 Million

Others Institutions Holding DFUV

# of Institutions

592

Shares Held

242M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR US MARKETWI

Ticker DFUV
Sector ETFs
Industry ETFs

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Planning Center, Inc. Dimensional ETF Tr Us Marketwi Transaction History