Planning Center, Inc. Dimensional ETF Tr Short Durat Transaction History

Planning Center, Inc.

$600 Million
Q1 2025

A detailed history of Planning Center, Inc. transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Planning Center, Inc. holds 2,265,253 shares of DFSD stock, worth $108 Million. This represents 17.94% of its overall portfolio holdings.

Number of Shares

2,265,253

Previous 2,047,397 10.64%

Holding current value

$108 Million

Previous $96 Million 12.15%

% of portfolio

17.94%

Previous 16.79%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 18, 2025	BUY	$46.74 - $47.55 $10.2 Million - $10.4 Million	217,856 Added 10.64%	2,265,253 $108 Million
Q4 2024 Jan 22, 2025	BUY	$46.75 - $47.8 $1.64 Million - $1.68 Million	35,053 Added 1.74%	2,047,397 $96 Million
Q3 2024 Nov 12, 2024	BUY	$47.0 - $47.84 $1.88 Million - $1.92 Million	40,098 Added 2.03%	2,012,344 $96.1 Million
Q2 2024 Aug 08, 2024	BUY	$46.64 - $47.15 $89.7 Million - $90.7 Million	1,923,470 Added 3943.48%	1,972,246 $92.7 Million
Q3 2023 Oct 25, 2023	SELL	$46.24 - $46.65 $446,308 - $450,265	-9,652 Reduced 16.52%	48,776 $2.26 Million
Q2 2023 Jul 20, 2023	BUY	$46.28 - $46.83 $2.7 Million - $2.74 Million	58,428 New	58,428 $2.71 Million

Others Institutions Holding DFSD

# of Institutions

352

Shares Held

67.9M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR SHORT DURAT

Ticker DFSD
Sector ETFs
Industry ETFs

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Planning Center, Inc. Dimensional ETF Tr Short Durat Transaction History