13F Insight
DOSSIER · 13F-HR · Q1 2026

Planning Center, Inc.

$987M in tracked AUM across 78 positions as of Q1 2026.

PC
CIK 0001910966 · last filed Mar 31, 2026
Total AUM
$987M
as of Q1 2026
Holdings
78
—
positions
Whale Score
64
64
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Planning Center, Inc. filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
DUSB
DIMENSIONAL ETF TRUST
$180M3.6M18.3%02
DFSD
DIMENSIONAL ETF TRUST
$134M2.8M13.6%03
DFAX
DIMENSIONAL ETF TRUST
$83M2.4M8.4%04
DFGX
DIMENSIONAL ETF TRUST
$81M1.6M8.3%05
DFAC
DIMENSIONAL ETF TRUST
$73M1.9M7.4%06
DUHP
DIMENSIONAL ETF TRUST
$61M1.7M6.2%07
DIHP
DIMENSIONAL ETF TRUST
$59M1.8M6.0%08
DFIP
DIMENSIONAL ETF TRUST
$44M1.1M4.5%09
DFIV
DIMENSIONAL ETF TRUST
$36M674K3.6%10
DFUV
DIMENSIONAL ETF TRUST
$34M711K3.5%

Filing history

2026Q1Mar 31
$987M▲ 0.8%
78 positionsView →2025Q4Dec 31
$979M▲ 2.8%
76 positionsView →2025Q3Sep 30
$953M▲ 5.3%
74 positionsView →2025Q2Jun 30
$904M▲ 7.0%
74 positionsLocked2025Q1Mar 31
$845M▲ 7.2%
72 positionsLocked2024Q4Dec 31
$788M▼ 2.9%
68 positionsLocked2024Q3Sep 30
$812M▲ 6.1%
73 positionsLocked2024Q2Jun 30
$765M▲ 66.6%
65 positionsLocked2024Q1Mar 31
$459M▲ 6.5%
58 positionsLocked2023Q4Dec 31
$431M▲ 12.1%
59 positionsLocked2023Q3Sep 30
$385M▼ 2.2%
63 positionsLocked2023Q2Jun 30
$394M▲ 8.1%
70 positionsLocked
Showing 12 of 18