Planning Center
$1.1B 13F equity value
88 Holdings
Latest filing 2026-06-30
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| DUSB | DIMENSIONAL ETF TRUST | 3,678,554 | $187M | 17.6% |
| DFSD | DIMENSIONAL ETF TRUST | 2,904,314 | $139M | 13.1% |
| DFAX | DIMENSIONAL ETF TRUST | 2,391,457 | $88M | 8.3% |
| DFGX | DIMENSIONAL ETF TRUST | 1,595,524 | $86M | 8.1% |
| DFAC | DIMENSIONAL ETF TRUST | 1,868,514 | $83M | 7.8% |
| DUHP | DIMENSIONAL ETF TRUST | 1,673,148 | $70M | 6.6% |
| DIHP | DIMENSIONAL ETF TRUST | 1,864,060 | $64M | 6.0% |
| DFIP | DIMENSIONAL ETF TRUST | 1,085,533 | $45M | 4.2% |
| DFUV | DIMENSIONAL ETF TRUST | 699,135 | $38M | 3.6% |
| DFIV | DIMENSIONAL ETF TRUST | 673,128 | $36M | 3.4% |
Track Planning Center's 13F portfolio: $1.1B in reported holdings, 88 positions. Top holdings and quarterly changes on SentiSense.
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