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 1,608,976 shares of DUHP stock, worth $57.1 Million. This represents 9.51% of its overall portfolio holdings.

Number of Shares

1,608,976

Previous 1,639,133 1.84%

Holding current value

$57.1 Million

Previous $55.8 Million 2.65%

% of portfolio

9.51%

Previous 9.43%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	SELL	$33.62 - $35.69 $1.01 Million - $1.08 Million	-30,157 Reduced 1.84%	1,608,976 $54.4 Million
Q3 2024 Nov 12, 2024	SELL	$30.74 - $34.07 $419,324 - $464,748	-13,641 Reduced 0.83%	1,639,133 $55.8 Million
Q2 2024 Aug 08, 2024	BUY	$29.72 - $32.4 $771,085 - $840,618	25,945 Added 1.59%	1,652,774 $52.9 Million
Q1 2024 Apr 22, 2024	BUY	$28.16 - $31.61 $770,260 - $864,628	27,353 Added 1.71%	1,626,829 $51.4 Million
Q4 2023 Jan 22, 2024	BUY	$24.79 - $28.64 $79,228 - $91,533	3,196 Added 0.2%	1,599,476 $45.8 Million
Q3 2023 Oct 25, 2023	BUY	$25.64 - $27.32 $1.05 Million - $1.12 Million	40,940 Added 2.63%	1,596,280 $41 Million
Q2 2023 Jul 20, 2023	BUY	$24.51 - $26.54 $1.71 Million - $1.86 Million	69,905 Added 4.71%	1,555,340 $41.3 Million
Q1 2023 Apr 17, 2023	BUY	$23.91 - $25.61 $8.72 Million - $9.34 Million	364,623 Added 32.53%	1,485,435 $37.3 Million
Q4 2022 Jan 27, 2023	BUY	$21.59 - $25.35 $24.2 Million - $28.4 Million	1,120,812 New	1,120,812 $26.9 Million

Others Institutions Holding DUHP

# of Institutions

388

Shares Held

218M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DUHP
Sector ETFs
Industry ETFs

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Planning Center, Inc. Dimensional ETF Tr Dimensional Transaction History