Planning Center, Inc. DFSB Holdings History
Planning Center, Inc.'s Dimensional Global Sustainability Fixed Income ETF Holding Summary
As of 2025-03-31, Planning Center, Inc. held 147,228.00 shares of Dimensional Global Sustainability Fixed Income ETF(DFSB), totaling $7.58 Mil. This investment constitutes 0.9% of their stock portfolio, and Planning Center, Inc. now holds 1.66% of the outstanding Dimensional Global Sustainability Fixed Income ETF(DFSB) stock.
The initial trade took place in 2025Q1. And since then Planning Center, Inc. has made 1 purchases of DFSB, at an average price of $51.21, for a total of 147,228.00 shares. Based on historical transaction data and DFSB's current price of $52.05, Planning Center, Inc.'s estimated gain on his DFSB holdings is $123,671.52, reflecting a 1.64% gain to date.
Planning Center, Inc. DFSB ($52.05) Holding Chart
Planning Center, Inc. DFSB ($52.05) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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