StockDriftsStockDriftsTop 50 Planning Center, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DUSB | DIMENSIONAL ETF TRUST | 18.25% | 3.55M | $180.2M | +3.97%(+135.81K) | $50.65(+0.38%) | 2026-03-31 | |
| DFSD | DIMENSIONAL ETF TRUST | 13.62% | 2.81M | $134.5M | +4.24%(+114.31K) | $47.22(+1.41%) | 2026-03-31 | |
| DFAX | DIMENSIONAL ETF TRUST | 8.38% | 2.43M | $82.7M | -6.70%(-174.69K) | $22.99(+63.17%) | 2026-03-31 | |
| DFGX | DIMENSIONAL ETF TRUST | 8.25% | 1.55M | $81.4M | +5.20%(+76.77K) | $52.84(-0.45%) | 2026-03-31 | |
| DFAC | DIMENSIONAL ETF TRUST | 7.39% | 1.88M | $73.0M | -2.27%(-43.69K) | $25.73(+67.97%) | 2026-03-31 | |
| DUHP | DIMENSIONAL ETF TRUST | 6.15% | 1.65M | $60.7M | +2.15%(+34.78K) | $24.52(+62.71%) | 2026-03-31 | |
| DIHP | DIMENSIONAL ETF TRUST | 5.96% | 1.83M | $58.9M | -1.55%(-28.84K) | $22.30(+53.51%) | 2026-03-31 | |
| DFIP | DIMENSIONAL ETF TRUST | 4.48% | 1.06M | $44.2M | +4.15%(+42.16K) | $41.23(+2.27%) | 2026-03-31 | |
| DFIV | DIMENSIONAL ETF TRUST | 3.6% | 673.9K | $35.6M | -9.77%(-73.01K) | $30.73(+81.09%) | 2026-03-31 | |
| DFUV | DIMENSIONAL ETF TRUST | 3.49% | 711.3K | $34.5M | -6.17%(-46.79K) | $32.05(+64.20%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.85% | +32.56% |
| Top 20 Holdings Unweighted | +11.27% | +37.77% |
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