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

Planning Center, Inc.

  • $680 Million
  • Q3 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 2,423,538 shares of DFSD stock, worth $117 Million. This represents 17.17% of its overall portfolio holdings.

Number of Shares
2,423,538
Previous 2,325,952 4.2%
Holding current value
$117 Million
Previous $112 Million 4.59%
% of portfolio
17.17%
Previous 17.31%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 30, 2025
BUY
$47.86 - $48.43 $4.67 Million - $4.73 Million
97,586 Added 4.2%
2,423,538 $117 Million
Q2 2025

Jul 30, 2025
BUY
$47.09 - $48.01 $2.86 Million - $2.91 Million
60,699 Added 2.68%
2,325,952 $112 Million
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
388
Shares Held
84.7M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR SHORT DURAT

DFSD Quotes by TradingView
  • Ticker DFSD
  • Sector ETFs
  • Industry ETFs
More about DFSD
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