Planning Center Inc’s Dimensional US Equity ETF DFUS Stock Holding History

Planning Center Inc’s Portfolio DFUS Stock Details DFUS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$263K	Buy	3,211 +8	+0.2%	+$633	0.02%	70
2026 Q1	$227K	Buy	3,203 +8	+0.3%	+$593	0.02%	70
2025 Q4	$237K	Buy	3,195 +7	+0.2%	+$514	0.02%	70
2025 Q3	$231K	Buy	3,188 +8	+0.3%	+$557	0.02%	70
2025 Q2	$213K	Buy	+3,180	New	+$197K	0.02%	72
2025 Q1	–	Sell	-3,276	Closed	-$209K	–	73
2024 Q4	$209K	Buy	3,276 +12	+0.4%	+$769	0.03%	67
2024 Q3	$203K	Buy	+3,264	New	+$195K	0.03%	72
2022 Q1	–	Sell	-4,065	Closed	-$202K	–	52
2021 Q4	$202K	Buy	+4,065	New	+$204K	0.16%	50

Other funds holding DFUS

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

MPW

MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return

RFP

Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return

IFA

Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

TWA

TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return

SWA

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

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

Planning Center Inc increased its Dimensional US Equity ETF (DFUS) stake by 0.25% in Q2 2026, buying an estimated $633 and bringing the position to 3,211 shares worth $263K. The position accounts for 0.02% of the portfolio, ranked #70.

Planning Center Inc first reported a position in DFUS in Q4 2021 and has held it in 8 quarters since. 873 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

Planning Center Inc held 3,211 shares of Dimensional US Equity ETF worth $263K as of Q2 2026.
Planning Center Inc bought 8 Dimensional US Equity ETF shares in Q2 2026, an estimated $633.
Dimensional US Equity ETF made up 0.02% of Planning Center Inc's portfolio in Q2 2026, its #70 holding.
Planning Center Inc first reported a position in Dimensional US Equity ETF in Q4 2021 and has held it in 8 quarters since.
873 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

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