§ 13F · FUND PROFILE
Planning Center, Inc..
AUM · $1.1B (13F)Positions · 84Turnover · n/a · Q2Filed · Jul 30, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$3M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 30, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | DUSB | DIMENSIONAL ETF TRUST | 3.68M | $187M | 17.6% | +4% |
| 2 | DFSD | DIMENSIONAL ETF TRUST | 2.90M | $139M | 13.1% | +3% |
| 3 | DFAX | DIMENSIONAL ETF TRUST | 2.39M | $88M | 8.3% | −2% |
| 4 | DFGX | DIMENSIONAL ETF TRUST | 1.60M | $86M | 8.1% | +3% |
| 5 | DFAC | DIMENSIONAL ETF TRUST | 1.87M | $83M | 7.8% | ±0% |
| 6 | DUHP | DIMENSIONAL ETF TRUST | 1.67M | $70M | 6.6% | +1% |
| 7 | DIHP | DIMENSIONAL ETF TRUST | 1.86M | $64M | 6.0% | +2% |
| 8 | DFIP | DIMENSIONAL ETF TRUST | 1.09M | $45M | 4.2% | +3% |
| 9 | DFUV | DIMENSIONAL ETF TRUST | 699K | $38M | 3.6% | −2% |
| 10 | DFIV | DIMENSIONAL ETF TRUST | 673K | $36M | 3.4% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE PLANNING SIGNAL
AC read
Planning Center, Inc. is a Other fund managing $1.1 billion in assets. The fund runs a portfolio of 84 positions.
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