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 (DFAT). 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 | 1,439,385 | -41,221 | -2.8% | 2.59% | $85.7M | $59.54 |
| 2025 Q3 | REDUCED | 1,480,606 | -55,057 | -3.6% | 2.70% | $86.2M | $57.98 |
| 2025 Q2 | REDUCED | 1,535,663 | -62,447 | -3.9% | 2.87% | $82.9M | $53.49 |
| 2025 Q1 | REDUCED | 1,598,110 | -11,278 | -0.7% | 3.26% | $82.3M | $50.81 |
| 2024 Q4 | REDUCED | 1,609,388 | -25,373 | -1.6% | 3.68% | $89.6M | $54.76 |
| 2024 Q3 | REDUCED | 1,634,761 | -23,459 | -1.4% | 3.71% | $90.9M | $54.53 |
| 2024 Q2 | REDUCED | 1,658,220 | -12,717 | -0.8% | 3.73% | $86.0M | $50.66 |
| 2024 Q1 | REDUCED | 1,670,937 | -42,101 | -2.5% | 3.95% | $90.9M | $52.94 |
| 2023 Q4 | REDUCED | 1,713,038 | -9,963 | -0.6% | 4.30% | $89.6M | $50.80 |
| 2023 Q3 | REDUCED | 1,723,001 | -12,482 | -0.7% | 4.21% | $78.7M | $44.18 |
As of 2025 Q4 — sorted by position size