Planning Center, Inc.: 13F holdings
CIK 19109662026Q2
| Positions | 84 |
|---|
| Reported value | $1.1bn |
|---|
| Filed | 2026-07-30 |
|---|
Change since last quarter
| Positions | 84 (+6 vs prior quarter) |
|---|
| Reported value | $1.1bn (+7.4%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| DUSB DIMENSIONAL ETF TRUST | 3,678,554 | $186.8m | 17.6% |
| DFSD DIMENSIONAL ETF TRUST | 2,904,314 | $138.7m | 13.1% |
| DFAX DIMENSIONAL ETF TRUST | 2,391,457 | $88.1m | 8.3% |
| DFGX DIMENSIONAL ETF TRUST | 1,595,524 | $85.5m | 8.1% |
| DIMENSIONAL ETF TRUST | 1,868,514 | $82.9m | 7.8% |
| DIMENSIONAL ETF TRUST | 1,673,148 | $69.8m | 6.6% |
| DIHP DIMENSIONAL ETF TRUST | 1,864,060 | $63.6m | 6.0% |
| DFIP DIMENSIONAL ETF TRUST | 1,085,533 | $44.8m | 4.2% |
| YM=F DIMENSIONAL ETF TRUST | 699,135 | $38.5m | 3.6% |
| DFIV DIMENSIONAL ETF TRUST | 673,128 | $36.4m | 3.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1910966")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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