DFIC — DIMENSIONAL ETF TRUST

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 (DFIC). 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
3.22% (2025 Q4)
Avg. % of fund
1.93%
First filed
2025 Q1
Last filed
2025 Q4
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 3,093,543 +891,003 +40.5% 3.22% $106.6M $34.46
2025 Q3 ADDED 2,202,540 +582,439 +36.0% 2.27% $72.2M $32.56
2025 Q2 ADDED 1,620,101 +1,164,640 +255.7% 1.74% $50.4M $30.75
2025 Q1 INITIATED 455,461 — — 0.50% $12.6M $27.09
% of Fund (quarterly)    DFIC price (monthly, adj. close)

Other funds also holding DFIC

As of 2025 Q4 — sorted by position size

Miramar Fiduciary Corp 3Y 55.56% CAPSTONE CAPITAL LLC 23.83% Syverson Strege & Co 3Y 16.86% Cannon Financial Strategists, Inc. 16.54% SwitchPoint Financial Planning, LLC 16.31% Kooman & Associates 3Y 16.25% Rachor Investment Advisory Services, LLC 15.45% Leading Edge Financial Planning LLC 3Y 14.52% BCU Wealth Advisors, LLC 14.29% Eaton-Cambridge Inc. 14.23%
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