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Planning Center Inc’s Dimensional US Small Cap ETF DFAS Stock Holding History

Planning Center Inc’s Portfolio DFAS Stock Details DFAS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$21.4M Sell
300,467
-12,679
-4% -$930K 2.17% 13
2025
Q4 		$21.8M Sell
313,146
-20,356
-6% -$1.4M 2.23% 13
2025
Q3 		$22.8M Sell
333,502
-646
-0.2% -$43.1K 2.4% 13
2025
Q2 		$21.3M Buy
334,148
+22,178
+7% +$1.33M 2.35% 13
2025
Q1 		$18.6M Buy
311,970
+1,739
+0.6% +$112K 2.21% 13
2024
Q4 		$20.2M Sell
310,231
-8,539
-3% -$571K 2.56% 13
2024
Q3 		$20.7M Buy
318,770
+1,480
+0.5% +$92.6K 2.55% 13
2024
Q2 		$19.1M Buy
317,290
+5,494
+2% +$331K 2.49% 13
2024
Q1 		$19.4M Sell
311,796
-1,297
-0.4% -$76.7K 4.23% 9
2023
Q4 		$18.7M Buy
313,093
+1,341
+0.4% +$71.9K 4.33% 9
2023
Q3 		$16.4M Buy
311,752
+1,866
+0.6% +$103K 4.25% 9
2023
Q2 		$17M Buy
309,886
+9,815
+3% +$512K 4.32% 9
2023
Q1 		$15.8M Sell
300,071
-11,212
-4% -$607K 4.33% 9
2022
Q4 		$15.9M Buy
311,283
+144,081
+86% +$7.42M 4.84% 8
2022
Q3 		$8.02M Buy
167,202
+7,419
+5% +$379K 6.35% 5
2022
Q2 		$7.67M Buy
+159,783
New +$8.28M 6.04% 5
2022
Q1 		– Sell
-142,094
Closed -$7.91M – 48
2021
Q4 		$7.91M Buy
+142,094
New +$8.58M 6.31% 5

Other funds holding DFAS

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $1.88B AUM 21.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return
MT
Midwest Trust Overland Park, Kansas $8.02B AUM 23.54% 1-Year Est. Return

Planning Center Inc's DFAS Position: Q1 2026 in Review

Planning Center Inc reduced its Dimensional US Small Cap ETF (DFAS) stake by 4% in Q1 2026, selling an estimated $930K and leaving 300,467 shares worth $21.4M. The position accounts for 2.17% of the portfolio, ranked #13.

Planning Center Inc first reported a position in DFAS in Q4 2021 and has held it in 17 quarters since. The position peaked at $22.8M in Q3 2025. 879 funds tracked by Wall St. Rank hold DFAS as of Q1 2026.

  • Planning Center Inc held 300,467 shares of Dimensional US Small Cap ETF worth $21.4M as of Q1 2026.
  • Planning Center Inc sold 12,679 Dimensional US Small Cap ETF shares in Q1 2026, an estimated $930K.
  • Dimensional US Small Cap ETF made up 2.17% of Planning Center Inc's portfolio in Q1 2026, its #13 holding.
  • Planning Center Inc first reported a position in Dimensional US Small Cap ETF in Q4 2021 and has held it in 17 quarters since.
  • Planning Center Inc's Dimensional US Small Cap ETF position peaked at $22.8M in Q3 2025.
  • 879 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q1 2026.

Based on Planning Center Inc's 13F filing for Q1 2026, filed 28 Apr 2026.