Planning Center, Inc. Incresed Positions in Q1 2025

Planning Center, Inc.

  • $600 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DFSD
Dimensional ETF Tr Short Durat

ETFs
218K
+ 10.64%
$46.74 - $47.55 $10.2M - $10.4M
2.27M $108M
DIHP
Dimensional ETF Tr Dimensional

ETFs
76.1K
+ 4.03%
$25.1 - $27.85 $1.91M - $2.12M
1.97M $53M
DFIP
Dimensional ETF Tr Inflation P

ETFs
95.9K
+ 12.71%
$40.27 - $42.11 $3.86M - $4.04M
850K $35.8M
DFAX
Dimensional ETF Tr
1.56K
+ 0.05%
$24.45 - $27.2 $38.1K - $42.4K
2.92M $76.4M
DISV
Dimensional ETF Tr Dimensional

ETFs
39.6K
+ 4.81%
$26.09 - $30.21 $1.03M - $1.2M
863K $25.1M
DFIS
Dimensional ETF Tr Dimensional

ETFs
20.6K
+ 4.52%
$23.92 - $26.89 $493K - $554K
477K $12.3M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
25K
+ 4.92%
$25.35 - $27.46 $634K - $686K
533K $14.1M
DUHP
Dimensional ETF Tr Dimensional

ETFs
49.2K
+ 3.06%
$32.57 - $35.82 $1.6M - $1.76M
1.66M $55M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
42
+ 0.62%
$442.66 - $534.52 $18.6K - $22.4K
6.83K $3.64M
IWF
Ishares Russell 1000 Gr ETF

ETFs
774
+ 107.05%
$360.07 - $417.26 $279K - $323K
1.5K $539K
KO
Coca Cola CO

Consumer Defensive
179
+ 2.81%
$60.81 - $72.32 $10.9K - $12.9K
6.56K $469K
SBUX
Starbucks Corp

Consumer Cyclical
8
+ 0.19%
$91.75 - $115.81 $734 - $926
4.25K $417K
UNP
Union Pacific Corp

Industrials
8
+ 0.41%
$225.21 - $254.42 $1.8K - $2.04K
1.98K $467K
PG
Procter & Gamble CO

Consumer Defensive
1
+ 0.02%
$158.56 - $176.26 $159 - $176
6.24K $1.06M
SPY
Spdr S&P 500 ETF Trust

ETFs
90
+ 6.82%
$551.42 - $612.93 $49.6K - $55.2K
1.41K $788K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
66
+ 3.63%
$126.11 - $135.06 $8.32K - $8.91K
1.89K $240K
IVE
Ishares S&P 500 Value ETF

ETFs
45
+ 3.7%
$185.78 - $198.58 $8.36K - $8.94K
1.26K $240K
VIG
Vanguard Dividend Appreciation

ETFs
25
+ 0.25%
N/A
9.86K $1.8M
Dimensional ETF Trust
306K
+ 12.25%
N/A
2.8M $0
Dimensional ETF Trust
56K
+ 4.75%
N/A
1.24M $0
DFSI
Dimensional ETF Tr Dimen Intl
11.1K
+ 5.62%
N/A
208K $0
DFSU
Dimensional ETF Tr Dimen Us Su
8.97K
+ 4.8%
N/A
196K $0
Dimensional ETF Trust
15.7K
+ 3.19%
N/A
509K $0
META
Meta Platforms, Inc.

Communication Services
1
+ 0.23%
$576.36 - $736.67 $576 - $737
428 $246K
WMT
Walmart Inc.

Consumer Defensive
108
+ 1.83%
$84.5 - $105.05 $9.13K - $11.3K
6.02K $528K
BA
Boeing CO

Industrials
4
+ 0.31%
$148.15 - $186.25 $593 - $745
1.3K $221K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
6
+ 1.34%
$507.05 - $563.67 $3.04K - $3.38K
454 $233K
AMZN
Amazon Com Inc

Consumer Cyclical
1.12K
+ 12.05%
$190.26 - $242.06 $213K - $272K
10.4K $1.98M
GOOG
Alphabet Inc.

Communication Services
40
+ 1.96%
$156.06 - $207.71 $6.24K - $8.31K
2.08K $325K
MSFT
Microsoft Corp

Technology
249
+ 6.16%
$375.39 - $447.2 $93.5K - $111K
4.29K $1.61M
SCHG
Schwab Strategic Tr Us Large C

ETFs
10
+ 0.03%
$24.91 - $29.02 $249 - $290
35.2K $880K
NVDA
Nvidia Corp

Technology
295
+ 4.58%
$106.98 - $149.43 $31.6K - $44.1K
6.74K $730K
DFAT
Dimensional ETF Tr U S Target

ETFs
10.1K
+ 2.25%
$50.44 - $58.1 $508K - $585K
456K $23.5M
DFAS
Dimensional ETF Tr U S Small C

ETFs
1.74K
+ 0.56%
$58.81 - $68.2 $102K - $119K
312K $18.6M
Activity Summary
Buys All Purchases 41 New Holdings 6 Increased Positions 35 Sells All Sells 15 Reductions 15 Sold out 0 Options Calls 0 Puts 0
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