Planning Center, Inc. Portfolio Holdings - 13F Filings | 13F Fund Database
Planning Center, Inc. 13F Holdings
CIK 0001910966 · MOLINE, IL
As of Sep 30, 2025, Planning Center, Inc. reported
74 positions worth $952.7M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| DIMENSIONAL ETF TRUST | DUSB | — | 3,069,952 |
|
55.9M16.36% |
| DIMENSIONAL SHORT-DURATION FIXED INCOME ETF | DFSD | — | 2,423,538 |
16.8M | 12.26% |
| DIMENSIONAL WORLD EX US CORE EQUITY 2 ETF | DFAX | — | 2,806,089 | $88.1M | 9.24% |
| DIMENSIONAL US CORE EQUITY 2 ETF | DFAC | — | 2,070,106 | $79.8M | 8.38% |
| DIMENSIONAL GLOBAL EX US CORE FIXED INCOME ETF | DFGX | — | 1,314,052 | $70.9M | 7.44% |
| DIMENSIONAL US HIGH PROFITABILITY ETF | DUHP | — | 1,718,279 | $64.9M | 6.81% |
| DIMENSIONAL INTERNATIONAL HIGH PROFITABILITY ETF | DIHP | — | 1,981,741 | $60.2M | 6.32% |
| DIMENSIONAL ETF TRUST | DFIP | — | 898,342 | $37.9M | 3.98% |
| DIMENSIONAL INTERNATIONAL VALUE ETF | DFIV | — | 820,714 | $37.9M | 3.97% |
| DIMENSIONAL US MARKETWIDE VALUE ETF | DFUV | — | 798,856 | $35.7M | 3.75% |
| DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF | DISV | — | 812,157 | $29.0M | 3.04% |
| DIMENSIONAL US TARGETED VALUE ETF | DFAT | — | 494,791 | $28.8M | 3.02% |
| DIMENSIONAL US SMALL CAP ETF | DFAS | — | 333,502 | $22.8M | 2.40% |
| DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF | DFEM | — | 537,300 |
7.2M | 1.81% |
| DIMENSIONAL INTERNATIONAL SMALL CAP ETF | DFIS | — | 464,529 |
4.7M | 1.54% |
| DIMENSIONAL GLOBAL REAL ESTATE ETF | DFGR | — | 537,991 |
4.7M | 1.54% |
| APPLE INC | AAPL | Technology | 34,227 | $8.7M | 0.91% |
| DIMENSIONAL ETF TRUST | DFSU | — | 203,634 | $8.6M | 0.91% |
| DIMENSIONAL INTERNATIONAL SUSTAINABILITY CORE 1 ETF | DFSI | — | 207,933 | $8.5M | 0.89% |
| DIMENSIONAL ETF TRUST | DFSB | — | 159,587 | $8.5M | 0.89% |
| DEERE & CO | DE | Industrials | 14,684 | $6.7M | 0.70% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 6,785 | $3.4M | 0.36% |
| MICROSOFT CORP | MSFT | Technology | 4,267 | $2.2M | 0.23% |
| VANGUARD DIVIDEND APPREC ETF | VIG | — | 9,635 | $2.1M | 0.22% |
| DIMENSIONAL EMERGING MARKETS SUSTAINABILITY CORE 1 ETF | DFSE | — | 41,181 |
.7M | 0.18% |