PC

Planning Center, Inc.

13F
Planning Center, Inc.
Last update 2025-04-18 72 Stocks (6 new)
Value $845.00 Mil Turnover 6 %
Countries:
Top Holdings: DUSB(16.82%)DFSD(12.74%)DFAX(9.04%)DFAC(7.90%)DFGX(7.64%)
Summary Stock Picks Current Portfolio
Planning Center, Inc. Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
DUSB
Dimensional Ultrashort Fixed Income ETF
Dimensional Ultrashort Fixed Income ETF
2,801,439
142,117.0
+12.25%
16.820
+1.84%
12.290
+1.52%
+2.40%
1,310.9
 
DFSD
Dimensional Short-Duration Fixed Income ETF
Dimensional Short-Duration Fixed Income ETF
2,265,253
107,644.8
+10.64%
12.740
+1.23%
2.440
+2.67%
+3.66%
4,782.4
 
DFAX
Dimensional World ex U.S. Core Equity 2 ETF
Dimensional World ex U.S. Core Equity 2 ETF
2,916,306
76,407.2
+0.05%
9.040
0%
1.000
+18.01%
+20.36%
8,788.5
 
DFAC
Dimensional U.S. Core Equity 2 ETF
2,022,756
66,730.7
0%
7.900
0%
0.210
+17.26%
+5.75%
35,284.6
 
DFGX
Dimensional Global ex US Core Fixed Income ETF
Dimensional Global ex US Core Fixed Income ETF
1,235,376
64,548.4
+4.75%
7.640
+0.35%
8.150
+2.12%
+1.50%
926.1
 
DUHP
Dimensional US High Profitability ETF
Dimensional US High Profitability ETF
1,658,193
54,952.5
+3.06%
6.500
+0.19%
0.720
+15.50%
+7.24%
8,760.7
 
DIHP
Dimensional International High Profitability ETF
Dimensional International High Profitability ETF
1,966,059
52,965.6
+4.03%
6.270
+0.24%
1.500
+13.13%
+18.14%
4,142.5
 
DFIP
Dimensional Inflation-Protected Securities ETF
Dimensional Inflation-Protected Securities ETF
849,966
35,792.9
+12.71%
4.240
+0.48%
4.020
+3.01%
+5.13%
920.7
 
DFIV
Dimensional International Value ETF
864,836
34,039.9
-2.59%
4.030
-0.10%
0.350
+17.50%
+24.33%
12,218.3
 
DFUV
Dimensional US Marketwide Value ETF
771,087
31,776.5
-0.44%
3.760
-0.02%
0.280
+13.10%
+5.78%
11,743.6
 

Planning Center, Inc.'s Historical Top Holdings Breakdowns

Planning Center, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
DUSB
Dimensional Ultrashort Fixed Income ETF
Dimensional Ultrashort Fixed Income ETF
2025-03-31
Add
Add
+1.84%
●
50.58 ($50.73) 50.87
$50.81
0.16%
Add 12.25%
2,801,439
305,829
DFSD
Dimensional Short-Duration Fixed Income ETF
Dimensional Short-Duration Fixed Income ETF
2025-03-31
Add
Add
+1.23%
●
46.74 ($47.22) 47.57
$47.92
1.48%
Add 10.64%
2,265,253
217,856
DFSB
Dimensional Global Sustainability Fixed Income ETF
Dimensional Global Sustainability Fixed Income ETF
2025-03-31
New Buy
New Buy
+0.90%
●
50.2 ($51.21) 51.96
$52.05
1.64%
New holding
147,228
147,228
DFIP
Dimensional Inflation-Protected Securities ETF
Dimensional Inflation-Protected Securities ETF
2025-03-31
Add
Add
+0.48%
●
40.27 ($41.25) 42.11
$41.71
1.12%
Add 12.71%
849,966
95,866
DFGX
Dimensional Global ex US Core Fixed Income ETF
Dimensional Global ex US Core Fixed Income ETF
2025-03-31
Add
Add
+0.35%
●
51.57 ($52.31) 52.96
$53.08
1.47%
Add 4.75%
1,235,376
55,988
DIHP
Dimensional International High Profitability ETF
Dimensional International High Profitability ETF
2025-03-31
Add
Add
+0.24%
●
25.1 ($26.73) 27.85
$29.40
9.99%
Add 4.03%
1,966,059
76,102
DUHP
Dimensional US High Profitability ETF
Dimensional US High Profitability ETF
2025-03-31
Add
Add
+0.19%
●
32.57 ($34.36) 35.83
$36.03
4.86%
Add 3.06%
1,658,193
49,217
DISV
Dimensional International Small Cap Value ETF
Dimensional International Small Cap Value ETF
2025-03-31
Add
Add
+0.14%
●
26.08 ($28.17) 30.23
$33.27
18.10%
Add 4.81%
862,785
39,616
DFIV
Dimensional International Value ETF
2025-03-31
Reduce
Reduce
-0.10%
●
35.33 ($38.16) 40.8
$43.19
13.18%
Reduce -2.59%
864,836
-22,993
DFEM
Dimensional Emerging Markets Core Equity 2 ETF
Dimensional Emerging Markets Core Equity 2 ETF
2025-03-31
Add
Add
+0.08%
●
25.35 ($26.59) 27.46
$29.81
12.11%
Add 4.92%
533,153
24,997

Planning Center, Inc. Total Holding History ($B)

To

Planning Center, Inc.'s Asset Allocation

To

Planning Center, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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Planning Center, Inc.'s Hypothetical Growth since 2025-03-31

Planning Center, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Planning Center, Inc.'s Holdings Heat Map

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Planning Center, Inc.'s Holdings Bubble Chart

Planning Center, Inc. News

  • 1

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