Planning Center, Inc. Dimensional ETF Tr Transaction History

Planning Center, Inc.

$680 Million
Q3 2025

A detailed history of Planning Center, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Planning Center, Inc. holds 2,806,089 shares of DFAX stock, worth $89.8 Million. This represents 12.94% of its overall portfolio holdings.

Number of Shares

2,806,089

Previous 2,850,542 1.56%

Holding current value

$89.8 Million

Previous $83.7 Million 5.18%

% of portfolio

12.94%

Previous 12.98%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 30, 2025	SELL	$29.25 - $31.56 $1.3 Million - $1.4 Million	-44,453 Reduced 1.56%	2,806,089 $88.1 Million
Q2 2025 Jul 30, 2025	SELL	$23.37 - $29.39 $1.54 Million - $1.93 Million	-65,764 Reduced 2.26%	2,850,542 $83.7 Million
Q1 2025 Apr 18, 2025	BUY	$24.45 - $27.2 $38,117 - $42,404	1,559 Added 0.05%	2,916,306 $76.4 Million
Q4 2024 Jan 22, 2025	BUY	$24.76 - $27.04 $922,359 - $1.01 Million	37,252 Added 1.29%	2,914,747 $72.5 Million
Q3 2024 Nov 12, 2024	BUY	$24.29 - $27.25 $708,733 - $795,100	29,178 Added 1.02%	2,877,495 $77.7 Million

Q2 2024 Aug 08, 2024	BUY	$24.57 - $26.36 $399,360 - $428,455	16,254 Added 0.57%	2,848,317 $72.4 Million
Q1 2024 Apr 22, 2024	BUY	$23.42 - $25.45 $739,041 - $803,100	31,556 Added 1.13%	2,832,063 $72 Million
Q4 2023 Jan 22, 2024	BUY	$21.44 - $24.42 $1.28 Million - $1.45 Million	59,581 Added 2.17%	2,800,507 $68.4 Million
Q3 2023 Oct 25, 2023	BUY	$22.41 - $24.35 $1.07 Million - $1.16 Million	47,795 Added 1.77%	2,740,926 $61.7 Million
Q2 2023 Jul 20, 2023	BUY	$22.56 - $24.03 $132,404 - $141,032	5,869 Added 0.22%	2,693,131 $62.8 Million
Q1 2023 Apr 17, 2023	SELL	$21.74 - $23.72 $3.33 Million - $3.64 Million	-153,288 Reduced 5.4%	2,687,262 $62 Million
Q4 2022 Jan 27, 2023	BUY	$18.81 - $22.36 $25.2 Million - $30 Million	1,340,346 Added 89.34%	2,840,550 $61.4 Million
Q3 2022 Oct 18, 2022	BUY	$18.89 - $22.64 $2.5 Million - $3 Million	132,569 Added 9.69%	1,500,204 $28.3 Million
Q2 2022 Jul 11, 2022	BUY	$21.22 - $25.37 $29 Million - $34.7 Million	1,367,635 New	1,367,635 $28.6 Million
Q1 2022 Apr 15, 2022	SELL	$23.26 - $26.72 $28.3 Million - $32.5 Million	-1,216,073 Closed	0 $0
Q4 2021 Feb 15, 2022	BUY	$25.17 - $26.82 $30.6 Million - $32.6 Million	1,216,073 New	1,216,073 $31.6 Million

Others Institutions Holding DFAX

# of Institutions

667

Shares Held

258M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR

Ticker DFAX

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Planning Center, Inc. Dimensional ETF Tr Transaction History