Planning Center, Inc. Dimensional ETF Tr Dimensional Transaction History

Planning Center, Inc.

$645 Million
Q2 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 1,710,723 shares of DUHP stock, worth $64.6 Million. This represents 9.43% of its overall portfolio holdings.

Number of Shares

1,710,723

Previous 1,658,193 3.17%

Holding current value

$64.6 Million

Previous $55 Million 10.7%

% of portfolio

9.43%

Previous 9.16%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 30, 2025	BUY	$29.36 - $35.56 $1.54 Million - $1.87 Million	52,530 Added 3.17%	1,710,723 $60.8 Million
Q1 2025 Apr 18, 2025	BUY	$32.57 - $35.82 $1.6 Million - $1.76 Million	49,217 Added 3.06%	1,658,193 $55 Million
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

468

Shares Held

248M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DUHP
Sector ETFs
Industry ETFs

More about DUHP

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Planning Center, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Planning Center, Inc. with notifications on news.

Account

Planning Center, Inc. Dimensional ETF Tr Dimensional Transaction History