Planning Center
$1.1B 13F equity value
88 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Planning Center covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
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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