Ownership history in Plancorp, LLC · 19 quarters on record
This page tracks every 13F SEC filing in which Plancorp, LLC reported a position in DIMENSIONAL ETF TRUST (DFAC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 10,428,380 | -175,600 | -1.7% | 12.48% | $412.9M | $39.59 |
| 2025 Q3 | REDUCED | 10,603,980 | -138,531 | -1.3% | 12.83% | $409.0M | $38.48 |
| 2025 Q2 | ADDED | 10,742,511 | +173,627 | +1.6% | 13.33% | $385.0M | $35.66 |
| 2025 Q1 | ADDED | 10,568,884 | +75,774 | +0.7% | 13.82% | $348.7M | $32.72 |
As of 2025 Q4 — sorted by position size