Planning Center, Inc.: summary

Planning Center, Inc. reported 85 positions with a reported value of $1.07B in its 13F for Q3 2026. Compared with Q2 2026: 8 new positions, 7 exited.

Top positions

• DIMENSIONAL ETF TRUST
• DIMENSIONAL ETF TRUST
• DIMENSIONAL ETF TRUST
• DIMENSIONAL ETF TRUST
• DIMENSIONAL ETF TRUST
• DFA INVT DIMENSIONS GROUP IN
• DIMENSIONAL ETF TRUST
• DIMENSIONAL ETF TRUST
• DIMENSIONAL INTERNATIONAL VALUE ETF
• DIMENSIONAL ETF TRUST