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 (DFUS). 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 | 4,504,583 | -67,657 | -1.5% | 10.10% | $334.1M | $74.17 |
| 2025 Q3 | REDUCED | 4,572,240 | -22,879 | -0.5% | 10.39% | $331.2M | $72.29 |
| 2025 Q2 | REDUCED | 4,595,119 | -117,591 | -2.5% | 10.67% | $308.0M | $66.71 |
| 2025 Q1 | REDUCED | 4,712,710 | -78,237 | -1.6% | 11.30% | $285.0M | $60.04 |
As of 2025 Q4 — sorted by position size