§ 13F · FUND PROFILE
Planning Center, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $904.4T (13F)Positions · 74Turnover · — · Q4Filed · Feb 2, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$653.2B deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 2, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | DUSB | DIMENSIONAL ETF TRUST | 3.42M | $173.1T | 17.7% | +11% |
| 2 | DFSD | DIMENSIONAL ETF TRUST | 2.69M | $129.2T | 13.2% | +11% |
| 3 | DFAX | DIMENSIONAL ETF TRUST | 2.61M | $85.4T | 8.7% | −7% |
| 4 | DFGX | DIMENSIONAL ETF TRUST | 1.48M | $77.7T | 7.9% | +12% |
| 5 | DFAC | DIMENSIONAL ETF TRUST | 1.92M | $76.1T | 7.8% | −7% |
| 6 | DUHP | DIMENSIONAL ETF TRUST | 1.62M | $61.5T | 6.3% | −6% |
| 7 | DIHP | DIMENSIONAL ETF TRUST | 1.86M | $58.8T | 6.0% | −6% |
| 8 | DFIP | DIMENSIONAL ETF TRUST | 1.02M | $42.2T | 4.3% | +13% |
| 9 | DFIV | DIMENSIONAL ETF TRUST | 747K | $37.3T | 3.8% | −9% |
| 10 | DFUV | DIMENSIONAL ETF TRUST | 758K | $35.3T | 3.6% | −5% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE PLANNING SIGNAL
AC read
Planning Center, Inc. is a Other fund managing $904420.6 trillion in assets. The fund runs a portfolio of 74 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed