SEC Form 13F

Planning Center, Inc. 13F Holdings

Report period2026-06-30
Publicly available2026-07-31
Reported value$1,059,698,023
Positions84

Largest disclosed positions

IssuerTickerClassReported valueReported amount
DIMENSIONAL ETF TRUSTDUSBULTR FIX INC ETF$186,796,9723,678,554
DIMENSIONAL ETF TRUSTDFSDSHOR DUR FIX ETF$138,680,9942,904,314
DIMENSIONAL ETF TRUSTDFAXWORLD EX US CORE$88,101,2882,391,457
DIMENSIONAL ETF TRUSTDFGXINTL COR FIX ETF$85,511,7891,595,524
DIMENSIONAL ETF TRUSTDFACUS COR EQU 2 ETF$82,887,2611,868,514
DIMENSIONAL ETF TRUSTDUHPUS HIGH PROF ETF$69,820,4661,673,148
DIMENSIONAL ETF TRUSTDIHPINTL HIGH PROFIT$63,611,0541,864,060
DIMENSIONAL ETF TRUSTDFIPINFLATION PROTE$44,783,6701,085,533
DIMENSIONAL ETF TRUSTDFUVUS MKTWIDE VALUE$38,459,392699,135
DIMENSIONAL ETF TRUSTDFIVINTERNATNAL VAL$36,362,359673,128

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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