PCI
Planning Center Inc’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $112M | Buy |
2,325,952
+60,699
| +3% | +$2.91M | 12.35% | 2 |
|
|
2025
Q1 | $108M | Buy |
2,265,253
+217,856
| +11% | +$10.4M | 12.74% | 2 |
|
|
2024
Q4 | $96M | Buy |
2,047,397
+35,053
| +2% | +$1.64M | 12.18% | 2 |
|
|
2024
Q3 | $96.1M | Buy |
2,012,344
+40,098
| +2% | +$1.91M | 11.84% | 2 |
|
|
2024
Q2 | $92.7M | Buy |
1,972,246
+1,923,470
| +3,943% | +$90.4M | 12.11% | 2 |
|
|
2024
Q1 | $2.29M | Hold |
48,776
| – | – | 0.5% | 18 |
|
|
2023
Q4 | $2.29M | Hold |
48,776
| – | – | 0.53% | 19 |
|
|
2023
Q3 | $2.26M | Sell |
48,776
-9,652
| -17% | -$448K | 0.59% | 18 |
|
|
2023
Q2 | $2.71M | Buy |
+58,428
| New | +$2.71M | 0.69% | 17 |
|