Planning Center, Inc. Dimensional ETF Tr Dimensional Transaction History

Planning Center, Inc.

  • $680 Million
  • Q3 2025

A detailed history of Planning Center, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Planning Center, Inc. holds 464,529 shares of DFIS stock, worth $14.6 Million. This represents 2.16% of its overall portfolio holdings.

Number of Shares
464,529
Previous 468,911 0.93%
Holding current value
$14.6 Million
Previous $14 Million 5.01%
% of portfolio
2.16%
Previous 2.17%

Shares

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

Oct 30, 2025
SELL
$29.65 - $31.77 $129,926 - $139,216
-4,382 Reduced 0.93%
464,529 $14.7 Million
Q2 2025

Jul 30, 2025
SELL
$23.2 - $29.84 $191,121 - $245,821
-8,238 Reduced 1.73%
468,911 $14 Million
Q1 2025

Apr 18, 2025
BUY
$23.92 - $26.89 $493,182 - $554,418
20,618 Added 4.52%
477,149 $12.3 Million
Q4 2024

Jan 22, 2025
BUY
$24.25 - $26.7 $50,197 - $55,269
2,070 Added 0.46%
456,531 $11.2 Million
Q3 2024

Nov 12, 2024
BUY
$24.06 - $26.97 $75,283 - $84,389
3,129 Added 0.69%
454,461 $12.2 Million
Q2 2024

Aug 08, 2024
BUY
$24.08 - $25.86 $155,532 - $167,029
6,459 Added 1.45%
451,332 $11.1 Million
Q1 2024

Apr 22, 2024
BUY
$23.13 - $25.1 $714,994 - $775,891
30,912 Added 7.47%
444,873 $11.1 Million
Q4 2023

Jan 22, 2024
BUY
$20.55 - $24.23 $245,983 - $290,033
11,970 Added 2.98%
413,961 $10 Million
Q3 2023

Oct 25, 2023
BUY
$21.81 - $23.89 $345,448 - $378,393
15,839 Added 4.1%
401,991 $8.82 Million
Q2 2023

Jul 20, 2023
BUY
$22.26 - $23.55 $489,608 - $517,982
21,995 Added 6.04%
386,152 $8.81 Million
Q1 2023

Apr 17, 2023
BUY
$21.65 - $23.87 $1.91 Million - $2.1 Million
88,127 Added 31.93%
364,157 $8.37 Million
Q4 2022

Jan 27, 2023
BUY
$18.29 - $22.14 $5.05 Million - $6.11 Million
276,030 New
276,030 $5.94 Million

Others Institutions Holding DFIS

# of Institutions
287
Shares Held
114M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

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