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 (DFIV). 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 | 3,571,120 | +199,414 | +5.9% | 5.39% | $178.2M | $49.90 |
| 2025 Q3 | ADDED | 3,371,706 | +162,114 | +5.1% | 4.88% | $155.5M | $45.77 |
| 2025 Q2 | ADDED | 3,209,592 | +294,476 | +10.1% | 4.76% | $137.5M | $42.32 |
| 2025 Q1 | ADDED | 2,915,116 | +192,045 | +7.1% | 4.55% | $114.7M | $38.22 |
As of 2025 Q4 — sorted by position size