Planning Center, Inc. DISV Holdings History
Planning Center, Inc.'s Dimensional International Small Cap Value ETF Holding Summary
As of 2025-03-31, Planning Center, Inc. held 862,785.00 shares of Dimensional International Small Cap Value ETF(DISV), totaling $25.12 Mil. This investment constitutes 2.97% of their stock portfolio, and Planning Center, Inc. now holds 0.96% of the outstanding Dimensional International Small Cap Value ETF(DISV) stock.
The initial trade took place in 2022Q4. And since then Planning Center, Inc. has made 10 purchases of DISV, at an average price of $22.30, for a total of 862,785.00 shares. Based on historical transaction data and DISV's current price of $33.27, Planning Center, Inc.'s estimated gain on his DISV holdings is $9.46 Mil, reflecting a 49.17% gain to date.
Planning Center, Inc. DISV ($33.27) Holding Chart
Planning Center, Inc. DISV ($33.27) 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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