Dex shares owned by Center for Financial Planning
Quarter-by-quarter ownership of Dex (DXCM) shares owned by Center for Financial Planning
from 13F filings
Historical chart of Center for Financial Planning investment in Dex
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Quarterly reported holdings in Dex by Center for Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $200k | 3.0k | 67.29 |
| 2025-06-30 | $260k | 3.0k | 87.29 |
| 2025-03-31 | $118k | 1.7k | 68.29 |
| 2024-12-31 | $150k | 1.9k | 77.77 |
| 2024-09-30 | $129k | 1.9k | 67.04 |
| 2024-06-30 | $219k | 1.9k | 113.38 |
| 2024-03-31 | $268k | 1.9k | 138.70 |
| 2023-12-31 | $50k | 400 | 124.09 |
| 2023-09-30 | $37k | 400 | 93.30 |
| 2023-06-30 | $51k | 400 | 128.51 |
More positions owned by Center for Financial Planning
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