§ 13F · FUND PROFILE
Planning Center, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $953M (13F)Positions · 74Turnover · — · Q1Filed · Apr 28, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 28, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | DUSB | DIMENSIONAL ETF TRUST | 3.55M | $180M | 18.3% | +4% |
| 2 | DFSD | DIMENSIONAL ETF TRUST | 2.81M | $134M | 13.6% | +4% |
| 3 | DFAX | DIMENSIONAL ETF TRUST | 2.43M | $83M | 8.4% | −7% |
| 4 | DFGX | DIMENSIONAL ETF TRUST | 1.55M | $81M | 8.3% | +5% |
| 5 | DFAC | DIMENSIONAL ETF TRUST | 1.88M | $73M | 7.4% | −2% |
| 6 | DUHP | DIMENSIONAL ETF TRUST | 1.65M | $61M | 6.2% | +2% |
| 7 | DIHP | DIMENSIONAL ETF TRUST | 1.83M | $59M | 6.0% | −2% |
| 8 | DFIP | DIMENSIONAL ETF TRUST | 1.06M | $44M | 4.5% | +4% |
| 9 | DFIV | DIMENSIONAL ETF TRUST | 674K | $36M | 3.6% | −10% |
| 10 | DFUV | DIMENSIONAL ETF TRUST | 711K | $34M | 3.5% | −6% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE PLANNING SIGNAL
AC read
Planning Center, Inc. is a Other fund managing $953 million in assets. The fund runs a portfolio of 74 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed