Planning Center, Inc. DFIV Holdings History
Planning Center, Inc.'s Dimensional International Value ETF Holding Summary
As of 2025-03-31, Planning Center, Inc. held 864,836.00 shares of Dimensional International Value ETF(DFIV), totaling $34.04 Mil. This investment constitutes 4.03% of their stock portfolio, and Planning Center, Inc. now holds 0.35% of the outstanding Dimensional International Value ETF(DFIV) stock.
The initial trade took place in 2021Q4. And since then Planning Center, Inc. has made 10 purchases of DFIV, at an average price of $31.37, for a total of 1.48 Mil shares. In addition, there have been 3 sales at an average price of $33.59 for 613,638.00 shares. Based on historical transaction data and DFIV's current price of $43.19, Planning Center, Inc.'s estimated gain on his DFIV holdings is $11.58 Mil, reflecting a 24.98% gain to date.
Planning Center, Inc. DFIV ($43.19) Holding Chart
Planning Center, Inc. DFIV ($43.19) 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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