Ownership history in Plancorp, LLC · 18 quarters on record
This page tracks every 13F SEC filing in which Plancorp, LLC reported a position in DIMENSIONAL ETF TRUST (DFAX). 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 | 3,996,011 | -56,039 | -1.4% | 3.95% | $130.8M | $32.73 |
| 2025 Q3 | REDUCED | 4,052,050 | -35,827 | -0.9% | 3.99% | $127.2M | $31.16 |
| 2025 Q2 | REDUCED | 4,087,877 | -33,119 | -0.8% | 4.16% | $120.1M | $28.99 |
| 2025 Q1 | REDUCED | 4,120,996 | -18,501 | -0.4% | 4.28% | $108.0M | $25.54 |
As of 2025 Q4 — sorted by position size