Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Planning Center, Inc. (CIK 1910966) reported $987.1M across 78 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: DUSB ($180.2M, 18.25%), DFSD ($134.5M, 13.62%), DFAX ($82.7M, 8.38%), DFGX ($81.4M, 8.25%), DFAC ($73.0M, 7.39%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DUSB | DIMENSIONAL ETF TRUST | $180.2M | 18.25% | 3.6M | Added |
| 2 | DFSD | DIMENSIONAL ETF TRUST | $134.5M | 13.62% | 2.8M | Added |
| 3 | DFAX | DIMENSIONAL ETF TRUST | $82.7M | 8.38% | 2.4M | Trimmed |
| 4 | DFGX | DIMENSIONAL ETF TRUST | $81.4M | 8.25% | 1.6M | Added |
| 5 | DFAC | DIMENSIONAL ETF TRUST | $73.0M | 7.39% | 1.9M | Trimmed |
| 6 | DUHP | DIMENSIONAL ETF TRUST | $60.7M | 6.15% | 1.7M | Added |
| 7 | DIHP | DIMENSIONAL ETF TRUST | $58.9M | 5.96% | 1.8M | Trimmed |
| 8 | DFIP | DIMENSIONAL ETF TRUST | $44.2M | 4.48% | 1.1M | Added |
| 9 | DFIV | DIMENSIONAL ETF TRUST | $35.6M | 3.60% | 673,881 | Trimmed |
| 10 | DFUV | DIMENSIONAL ETF TRUST | $34.5M | 3.49% | 711,348 | Trimmed |
| 11 | DFAT | DIMENSIONAL ETF TRUST | $29.2M | 2.96% | 467,598 | Added |
| 12 | DISV | DIMENSIONAL ETF TRUST | $27.2M | 2.75% | 688,458 | Trimmed |
| 13 | DFAS | DIMENSIONAL ETF TRUST | $21.4M | 2.17% | 300,467 | Trimmed |
| 14 | DFEM | DIMENSIONAL ETF TRUST | $16.6M | 1.69% | 481,746 | Trimmed |
| 15 | DFGR | DIMENSIONAL ETF TRUST | $14.5M | 1.47% | 547,107 | Trimmed |
| 16 | DFIS | DIMENSIONAL ETF TRUST | $13.9M | 1.40% | 411,631 | Trimmed |
| 17 | DFSB | DIMENSIONAL ETF TRUST | $9.8M | 0.99% | 188,959 | Added |
| 18 | AAPL | APPLE INC | $8.1M | 0.82% | 31,895 | Trimmed |
| 19 | DE | DEERE & CO | $7.9M | 0.80% | 14,064 | Trimmed |
| 20 | DFSI | DIMENSIONAL ETF TRUST | $7.7M | 0.78% | 181,791 | Trimmed |
| 21 | DFSU | DIMENSIONAL ETF TRUST | $7.6M | 0.77% | 184,743 | Added |
| 22 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $3.2M | 0.32% | 6,625 | Trimmed |
| 23 | VGUS | VANGUARD INSTL INDEX FD | $1.8M | 0.19% | 24,223 | Trimmed |
| 24 | VIG | VANGUARD SPECIALIZED FUNDS | $1.8M | 0.18% | 8,408 | Trimmed |
| 25 | MSFT | MICROSOFT CORP | $1.8M | 0.18% | 4,809 | Added |
Source: SEC Form 13F filings · as of 2026-03-31