Planning Center, Inc. Dimensional ETF Tr Dimensional Transaction History

Planning Center, Inc.

$572 Million
Q4 2024

A detailed history of Planning Center, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Planning Center, Inc. holds 823,169 shares of DISV stock, worth $23.2 Million. This represents 3.83% of its overall portfolio holdings.

Number of Shares

823,169

Previous 817,611 0.68%

Holding current value

$23.2 Million

Previous $23.8 Million 7.95%

% of portfolio

3.83%

Previous 4.01%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	$26.18 - $28.77 $145,508 - $159,903	5,558 Added 0.68%	823,169 $21.9 Million
Q3 2024 Nov 12, 2024	BUY	$26.06 - $29.18 $147,682 - $165,363	5,667 Added 0.7%	817,611 $23.8 Million
Q2 2024 Aug 08, 2024	BUY	$26.23 - $28.56 $90,860 - $98,931	3,464 Added 0.43%	811,944 $21.8 Million
Q1 2024 Apr 22, 2024	BUY	$24.73 - $27.24 $854,470 - $941,196	34,552 Added 4.46%	808,480 $22 Million
Q4 2023 Jan 22, 2024	BUY	$22.43 - $25.87 $502,140 - $579,151	22,387 Added 2.98%	773,928 $20 Million
Q3 2023 Oct 25, 2023	BUY	$23.27 - $25.13 $662,845 - $715,828	28,485 Added 3.94%	751,541 $17.9 Million
Q2 2023 Jul 20, 2023	BUY	$23.01 - $24.6 $835,101 - $892,807	36,293 Added 5.28%	723,056 $17.1 Million
Q1 2023 Apr 17, 2023	BUY	$22.4 - $24.75 $3.27 Million - $3.61 Million	146,049 Added 27.01%	686,763 $16.3 Million
Q4 2022 Jan 27, 2023	BUY	$18.45 - $22.54 $9.98 Million - $12.2 Million	540,714 New	540,714 $12 Million

Others Institutions Holding DISV

# of Institutions

323

Shares Held

66M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DISV
Sector ETFs
Industry ETFs

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Planning Center, Inc. Dimensional ETF Tr Dimensional Transaction History