Planning Center, Inc. DFIP Holdings History
Planning Center, Inc.'s Dimensional Inflation-Protected Securities ETF Holding Summary
As of 2025-03-31, Planning Center, Inc. held 849,966.00 shares of Dimensional Inflation-Protected Securities ETF(DFIP), totaling $35.79 Mil. This investment constitutes 4.24% of their stock portfolio, and Planning Center, Inc. now holds 4.02% of the outstanding Dimensional Inflation-Protected Securities ETF(DFIP) stock.
The initial trade took place in 2024Q2. And since then Planning Center, Inc. has made 4 purchases of DFIP, at an average price of $40.86, for a total of 849,966.00 shares. Based on historical transaction data and DFIP's current price of $41.67, Planning Center, Inc.'s estimated gain on his DFIP holdings is $686,971.84, reflecting a 1.98% gain to date.
Planning Center, Inc. DFIP ($41.67) Holding Chart
Planning Center, Inc. DFIP ($41.67) 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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