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

Planning Center, Inc.

$645 Million
Q2 2025

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 797,081 shares of DFUV stock, worth $33.7 Million. This represents 5.22% of its overall portfolio holdings.

Number of Shares

797,081

Previous 771,087 3.37%

Holding current value

$33.7 Million

Previous $31.8 Million 6.05%

% of portfolio

5.22%

Previous 5.29%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 30, 2025	BUY	$36.25 - $42.28 $942,282 - $1.1 Million	25,994 Added 3.37%	797,081 $33.7 Million
Q1 2025 Apr 18, 2025	SELL	$39.96 - $43.3 $135,424 - $146,743	-3,389 Reduced 0.44%	771,087 $31.8 Million
Q4 2024 Jan 22, 2025	SELL	$40.38 - $44.35 $392,009 - $430,549	-9,708 Reduced 1.24%	774,476 $31.7 Million
Q3 2024 Nov 12, 2024	BUY	$38.51 - $41.69 $429,810 - $465,302	11,161 Added 1.44%	784,184 $32.7 Million
Q2 2024 Aug 08, 2024	BUY	$38.53 - $40.76 $215,228 - $227,685	5,586 Added 0.73%	773,023 $30.4 Million
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	$30.23 - $35.36 $9.72 Million - $11.4 Million	321,425 Added 62.05%	839,425 $28.1 Million
Q3 2022 Oct 18, 2022	BUY	$29.6 - $34.78 $791,740 - $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

737

Shares Held

277M

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