Institutional Fund
Planning Center, Inc.
Moline, ILCIK 19109665 filings on record
Portfolio Value
$987.07M
Q1 2026
Holdings
78
Reported positions
New Buys
4
Opened this quarter
QoQ Change
+0.8%
from $979.26M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Dimensnl Ultrashrt Fixed18.3%
- Dimensional ETF Trust13.6%
- Dimensional ETF Trust8.4%
- Dimensional ETF Trust8.3%
- Dimensional ETF Trust7.4%
- Dimensional ETF Trust6.2%
- Other38.0%
Portfolio Holdings
78 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dimensnl Ultrashrt Fixed | 3.55M | $180.15M | 18.3% | +135.8K | Added |
| 2 | Dimensional ETF Trust | 2.81M | $134.46M | 13.6% | +114.3K | Added |
| 3 | Dimensional ETF Trust | 2.43M | $82.68M | 8.4% | −174.7K | Reduced |
| 4 | Dimensional ETF Trust | 1.55M | $81.43M | 8.3% | +76.8K | Added |
| 5 | Dimensional ETF Trust | 1.88M | $72.98M | 7.4% | −43.7K | Reduced |
| 6 | Dimensional ETF Trust | 1.65M | $60.74M | 6.2% | +34.8K | Added |
| 7 | Dimensional ETF Trust | 1.83M | $58.87M | 6.0% | −28.8K | Reduced |
| 8 | Dimensional ETF Trust | 1.06M | $44.17M | 4.5% | +42.2K | Added |
| 9 | Dimensional ETF Trust | 673.9K | $35.57M | 3.6% | −73.0K | Reduced |
| 10 | Dimensional ETF Trust | 711.3K | $34.47M | 3.5% | −46.8K | Reduced |
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