PCI
DFSV

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

Planning Center Inc’s Portfolio DFSV Stock Details DFSV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$235K Hold
6,050
– – 0.02% 75
2026
Q1 		$212K Buy
+6,050
New +$214K 0.02% 73

Other funds holding DFSV

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JFG
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AWM
Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
IAS
Integrity Advisory Solutions Dallas, Texas $972M AUM 20.13% 1-Year Est. Return
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return
SCM
Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return
UWM
United Wealth Management Charlottesville, Virginia $444M AUM 18.36% 1-Year Est. Return

Planning Center Inc's DFSV Position: Q2 2026 in Review

Planning Center Inc held its Dimensional US Small Cap Value ETF (DFSV) position steady in Q2 2026 at 6,050 shares worth $235K. The position accounts for 0.02% of the portfolio, ranked #75.

Planning Center Inc first reported a position in DFSV in Q1 2026 and has held it in 2 quarters since. 304 funds tracked by Wall St. Rank hold DFSV as of Q2 2026.

  • Planning Center Inc held 6,050 shares of Dimensional US Small Cap Value ETF worth $235K as of Q2 2026.
  • Planning Center Inc left its Dimensional US Small Cap Value ETF share count unchanged in Q2 2026.
  • Dimensional US Small Cap Value ETF made up 0.02% of Planning Center Inc's portfolio in Q2 2026, its #75 holding.
  • Planning Center Inc first reported a position in Dimensional US Small Cap Value ETF in Q1 2026 and has held it in 2 quarters since.
  • 304 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q2 2026.

Based on Planning Center Inc's 13F filing for Q2 2026, filed 30 Jul 2026.