Planning Center, Inc.
85 holdingsFiling period: 2026-06-30Current AUM: $1.06Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | DUSB | Dimensional ETF Trust | 3.68M | $186.8M | $185.7M | 17.60% | +125.9K | 2026-06-30 |
| 2 | DFSD | Dimensional ETF Trust | 2.90M | $138.7M | $135.3M | 12.82% | +96.1K | 2026-06-30 |
| 3 | DFAX | Dimensional ETF Trust | 2.39M | $88.1M | $87.4M | 8.28% | -42,566 | 2026-06-30 |
| 4 | DFGX | Dimensional ETF Trust | 1.60M | $85.5M | $82.0M | 7.77% | +43.0K | 2026-06-30 |
| 5 | DFAC | Dimensional ETF Trust | 1.87M | $82.9M | $84.3M | 7.99% | -9,459 | 2026-06-30 |
| 6 | DUHP | Dimensional ETF Trust | 1.67M | $69.8M | $71.2M | 6.75% | +20.9K | 2026-06-30 |
| 7 | DIHP | Dimensional ETF Trust | 1.86M | $63.6M | $64.0M | 6.07% | +36.8K | 2026-06-30 |
| 8 | DFIP | Dimensional ETF Trust | 1.09M | $44.8M | $42.9M | 4.06% | +26.7K | 2026-06-30 |
| 9 | DFUV | Dimensional ETF Trust | 699.1K | $38.5M | $39.5M | 3.74% | -12,213 | 2026-06-30 |
| 10 | DFIV | Dimensional ETF Trust | 673.1K | $36.4M | $38.0M | 3.60% | -753 | 2026-06-30 |
| 11 | DFAT | Dimensional ETF Trust | 467.3K | $32.7M | $32.0M | 3.03% | -297 | 2026-06-30 |
| 12 | DISV | Dimensional ETF Trust | 697.5K | $28.0M | $29.8M | 2.83% | +9.0K | 2026-06-30 |
| 13 | DFAS | Dimensional ETF Trust | 300.5K | $24.7M | $23.6M | 2.24% | +34 | 2026-06-30 |
| 14 | DFEM | Dimensional ETF Trust | 450.1K | $18.3M | $17.1M | 1.63% | -31,683 | 2026-06-30 |
| 15 | DFGR | Dimensional ETF Trust | 552.0K | $16.0M | $15.2M | 1.44% | +4.9K | 2026-06-30 |
| 16 | DFIS | Dimensional ETF Trust | 413.2K | $14.5M | $14.8M | 1.40% | +1.5K | 2026-06-30 |
| 17 | DFSB | Dimensional ETF Trust | 193.3K | $10.1M | $9.6M | 0.91% | +4.4K | 2026-06-30 |
| 18 | DE | Deere & Co | 14.2K | $9.0M | $9.0M | 0.85% | +174 | 2026-06-30 |
| 19 | AAPL | Apple Inc | 31.1K | $9.0M | $10.6M | 1.00% | -757 | 2026-06-30 |
| 20 | DFSU | Dimensional ETF Trust | 186.8K | $8.7M | $9.0M | 0.85% | +2.0K | 2026-06-30 |
| 21 | DFSI | Dimensional ETF Trust | 185.2K | $8.4M | $8.4M | 0.80% | +3.4K | 2026-06-30 |
| 22 | BRK-B | Berkshire Hathaway Inc Del | 6.8K | $3.4M | $3.4M | 0.32% | +194 | 2026-06-30 |
| 23 | VBIL | Vanguard Instl Index FD | 38.4K | $2.9M | $2.9M | 0.28% | +32.1K | 2026-06-30 |
| 24 | NVDA | NVIDIA Corporation | 9.8K | $2.0M | $2.1M | 0.20% | +575 | 2026-06-30 |
| 25 | VIG | Vanguard Specialized Funds | 8.2K | $1.9M | $2.0M | 0.19% | -245 | 2026-06-30 |
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