Planning Center, Inc. Dimensional ETF Tr Dimensional Transaction History
Planning Center, Inc.
- $680 Million
 - Q3 2025
 
A detailed history of Planning Center, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Planning Center, Inc. holds 1,981,741 shares of DIHP stock, worth $60.8 Million. This represents 8.85% of its overall portfolio holdings.
Number of Shares
1,981,741
              Previous 1,951,156
              
        
           1.57%
        
      
          
        Holding current value
$60.8 Million
            Previous $57.5 Million
            
        
           4.67%
        
      
          
        % of portfolio
8.85%
            Previous 8.92%
          
        Shares
	  12 transactions
	
  Others Institutions Holding DIHP
# of Institutions
304Shares Held
156MCall Options Held
0Put Options Held
0- 
    
      Mercer Global Advisors Inc Denver, CO25.8MShares$791 Million1.57% of portfolio
 - 
    
      Envestnet Asset Management Inc25.3MShares$775 Million0.23% of portfolio
 - 
    
      Savant Capital, LLC23.9MShares$735 Million4.6% of portfolio
 - 
    
      Vista Wealth Management Group, LLC6.46MShares$198 Million11.85% of portfolio
 - 
    
      Forum Financial Management, LP Lombard, IL6.22MShares$191 Million2.94% of portfolio