Top 10 Stocks Held By Planning Center Inc.
By Holdings Channel Staff, updated Monday, April 29, 7:55 AM
In total we count 57 positions held by Planning Center Inc. as of their latest 13F filing, but among those total Planning Center Inc. holdings we've sorted out the top ten stocks held by Planning Center Inc. by largest position size, and presented them here in slideshow form.
#10 . DFEM
Entity 03/31/2024 Amount
03/31/2024 Position Size ($ in 1000's)
DIMENSIONAL ETF TRUST (DFEM)
490,239
$12,496 DFEM 490,239 $12,496
Entity 12/31/2023 Amount
12/31/2023 Position Size ($ in 1000's)
DIMENSIONAL ETF TRUST (DFEM)
456,483
$11,394 DFEM 456,483 $11,394
Entity 09/30/2023 Amount
09/30/2023 Position Size ($ in 1000's)
DIMENSIONAL ETF TRUST (DFEM)
446,610
$10,410 DFEM 446,610 $10,410
DFEM Stock Price From 12/31/2023 To 03/31/2024:
Position Size ($1000s)
$10,410
$11,394
$12,496
09/30/2023 12/31/2023 03/31/2024
Share Count
446,610
456,483
490,239
09/30/2023 12/31/2023 03/31/2024
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