What does Planning Center, Inc. hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · 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.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

DIMENSIONAL ETF TRUST

$180M3.6M18.3%

DIMENSIONAL ETF TRUST

$134M2.8M13.6%

DIMENSIONAL ETF TRUST

$83M2.4M8.4%

DIMENSIONAL ETF TRUST

$81M1.6M8.3%

DIMENSIONAL ETF TRUST

$73M1.9M7.4%

DIMENSIONAL ETF TRUST

$61M1.7M6.2%

DIMENSIONAL ETF TRUST

$59M1.8M6.0%

DIMENSIONAL ETF TRUST

$44M1.1M4.5%

DIMENSIONAL ETF TRUST

$36M674K3.6%

DIMENSIONAL ETF TRUST

$34M711K3.5%

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