Planning Center, Inc.'s ownership history for DFSI

Planning Center, Inc. currently holds 190.4K shares with a market value of $8.2M. It started holding DFSI on 2024-09-30. At its peak, it held 209.4K shares on 2025-06-30. Its highest holding value was $8.5M on 2025-09-30. At its lowest, it held 190.4K shares on 2025-12-31, with a value of $6.5M on 2024-12-31. In the recent 180 days, Planning Center, Inc. has decreased its shares by 18.9K. In the recent year, Planning Center, Inc. has decreased its shares by 6.6K.