Planning Center, Inc. ETF holdings
Moline, IL
Reported $1.0B in 46 ETFs in its Form 13F for June 30, 2026.
ETF value
$1.0B
ETFs held
46
Change from prior quarter
+7.1%
With price moves
ETFs as a share of its 13F
95.8%
of $1.1B
Top 10 of 46 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| DUSB | Dimensional Ultrashort Fixed Income ETF | $186.8M | 3,678,554 | +125,927 shares |
| DFSD | Dimensional Short-Duration Fixed Income ETF | $138.7M | 2,904,314 | +96,059 shares |
| DFAX | Dimensional World ex U.S. Core Equity 2 ETF | $88.1M | 2,391,457 | −42,566 shares |
| DFGX | Dimensional International Core Fixed Income ETF | $85.5M | 1,595,524 | +42,955 shares |
| DFAC | Dimensional U.S. Core Equity 2 ETF | $82.9M | 1,868,514 | −9,459 shares |
| DUHP | Dimensional US High Profitability ETF | $69.8M | 1,673,148 | +20,923 shares |
| DIHP | Dimensional International High Profitability ETF | $63.6M | 1,864,060 | +36,817 shares |
| DFIP | Dimensional Inflation-Protected Securities ETF | $44.8M | 1,085,533 | +26,743 shares |
| DFUV | Dimensional US Marketwide Value ETF | $38.5M | 699,135 | −12,213 shares |
| DFIV | Dimensional International Value ETF | $36.4M | 673,128 | −753 shares |
36 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001910966. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Planning Center, Inc. own?
Planning Center, Inc. reported 46 ETF positions worth $1.0B in its Form 13F for June 30, 2026. The largest was DUSB, at $186.8M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.