Planning Center, Inc. Dimensional ETF Tr Emerging Mk Transaction History

Planning Center, Inc.

$680 Million
Q3 2025

A detailed history of Planning Center, Inc. transactions in Dimensional ETF Tr Emerging Mk stock. As of the latest transaction made, Planning Center, Inc. holds 537,300 shares of DFEM stock, worth $17.8 Million. This represents 2.53% of its overall portfolio holdings.

Number of Shares

537,300

Previous 539,588 0.42%

Holding current value

$17.8 Million

Previous $16 Million 7.6%

% of portfolio

2.53%

Previous 2.48%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 30, 2025	SELL	$29.55 - $32.52 $67,610 - $74,405	-2,288 Reduced 0.42%	537,300 $17.2 Million
Q2 2025 Jul 30, 2025	BUY	$23.4 - $29.68 $150,579 - $190,990	6,435 Added 1.21%	539,588 $16 Million
Q1 2025 Apr 18, 2025	BUY	$25.35 - $27.46 $633,673 - $686,417	24,997 Added 4.92%	533,153 $14.1 Million
Q4 2024 Jan 22, 2025	BUY	$26.16 - $28.82 $65,216 - $71,848	2,493 Added 0.49%	508,156 $13.3 Million
Q3 2024 Nov 12, 2024	BUY	$25.21 - $28.46 $98,117 - $110,766	3,892 Added 0.78%	505,663 $14.2 Million

Q2 2024 Aug 08, 2024	BUY	$24.84 - $27.2 $286,454 - $313,670	11,532 Added 2.35%	501,771 $13.4 Million
Q1 2024 Apr 22, 2024	BUY	$23.62 - $25.64 $797,316 - $865,503	33,756 Added 7.39%	490,239 $12.5 Million
Q4 2023 Jan 22, 2024	BUY	$22.36 - $24.96 $220,760 - $246,430	9,873 Added 2.21%	456,483 $11.4 Million
Q3 2023 Oct 25, 2023	BUY	$23.16 - $25.43 $298,740 - $328,021	12,899 Added 2.97%	446,610 $10.4 Million
Q2 2023 Jul 20, 2023	BUY	$23.0 - $24.82 $434,378 - $468,750	18,886 Added 4.55%	433,711 $10.4 Million
Q1 2023 Apr 17, 2023	BUY	$22.42 - $24.83 $2.29 Million - $2.54 Million	102,213 Added 32.7%	414,825 $9.79 Million
Q4 2022 Jan 27, 2023	BUY	$20.21 - $23.44 $6.32 Million - $7.33 Million	312,612 New	312,612 $7.02 Million

Others Institutions Holding DFEM

# of Institutions

498

Shares Held

175M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR EMERGING MK

Ticker DFEM
Sector ETFs
Industry ETFs

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Planning Center, Inc. Dimensional ETF Tr Emerging Mk Transaction History