Planning Center, Inc.
CIK 1910966
13F filing for Q2 2026・No. 2,485
- Holdings
- US$1.06B
- Quarter change
- +US$72.63M
- Entries
- 84
- Net bought (estimate)
- +US$17.53M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 10
- Sold out 4
- Cut 18
- Added 35
- Corporate actions 0
- Unchanged 21
Largest holdings
84 stocks worth US$1.06B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| DIMENSIONAL ETF TRUSTULTR FIX INC ETF | Added | 3,678,554 | US$186.8M | 17.63% |
| DIMENSIONAL ETF TRUSTSHOR DUR FIX ETF | Added | 2,904,314 | US$138.68M | 13.09% |
| DIMENSIONAL ETF TRUSTWORLD EX US CORE | Cut | 2,391,457 | US$88.1M | 8.31% |
| DIMENSIONAL ETF TRUSTINTL COR FIX ETF | Added | 1,595,524 | US$85.51M | 8.07% |
| DIMENSIONAL ETF TRUSTUS COR EQU 2 ETF | Cut | 1,868,514 | US$82.89M | 7.82% |
| DIMENSIONAL ETF TRUSTUS HIGH PROF ETF | Added | 1,673,148 | US$69.82M | 6.59% |
| DIMENSIONAL ETF TRUSTINTL HIGH PROFIT | Added | 1,864,060 | US$63.61M | 6.00% |
| DIMENSIONAL ETF TRUSTINFLATION PROTE | Added | 1,085,533 | US$44.78M | 4.23% |
| DIMENSIONAL ETF TRUSTUS MKTWIDE VALUE | Cut | 699,135 | US$38.46M | 3.63% |
| DIMENSIONAL ETF TRUSTINTERNATNAL VAL | Cut | 673,128 | US$36.36M | 3.43% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 30, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.