Ownership history in Plancorp, LLC · 4 quarters on record
This page tracks every 13F SEC filing in which Plancorp, LLC reported a position in DIMENSIONAL ETF TRUST (DFEM). 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 | ADDED | 964,736 | +253,527 | +35.6% | 0.96% | $31.9M | $33.08 |
| 2025 Q3 | ADDED | 711,209 | +186,775 | +35.6% | 0.72% | $22.8M | $31.87 |
| 2025 Q2 | ADDED | 524,434 | +387,604 | +283.3% | 0.54% | $15.6M | $29.26 |
| 2025 Q1 | INITIATED | 136,830 | — | — | 0.14% | $3.6M | $25.86 |
As of 2025 Q4 — sorted by position size