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

RFP

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

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 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

GWWM

Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return

Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

FFM

Flagstone Financial Management Lincoln, Nebraska $447M AUM 16.79% 1-Year Est. Return

JWA

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 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. 450 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.
450 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.