DFAS — DIMENSIONAL ETF TRUST

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 (DFAS). 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.

Peak position

7.28% (2021 Q2)

Avg. % of fund

4.44%

First filed

2021 Q2

Last filed

2025 Q4

Quarters held

19

Quarter	Action	Shares	Change	Chg %	% of Fund	Mkt Value	Price (EOQ)
2025 Q4	REDUCED	1,306,504	-18,881	-1.4%	2.75%	$91.0M	$69.67
2025 Q3	REDUCED	1,325,385	-40,811	-3.0%	2.85%	$90.7M	$68.27
2025 Q2	REDUCED	1,366,196	-33,899	-2.4%	3.01%	$87.0M	$63.36
2025 Q1	REDUCED	1,400,095	-20,851	-1.5%	3.32%	$83.7M	$59.26

% of Fund (quarterly) DFAS price (monthly, adj. close)

Other funds also holding DFAS

As of 2025 Q4 — sorted by position size

Richard Young Associates, Ltd. 24.8% Index Fund Advisors, Inc. 3Y 19.11% DIXON FNANCIAL SERVICES, INC. 3Y 17.35% Heritage Wealth Management, Inc./Texas 3Y 12.91% SENTINEL WEALTH MANAGEMENT, INC. 12.78% Disciplined Equity Management, Inc. 3Y 12.64% ACORN CREEK CAPITAL LLC 10.64% Stordahl Capital Management, Inc. 3Y 7Y 10.35% TCI Wealth Advisors, Inc. 3Y 7Y 9.82% PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV 8.73%

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