Ownership history in Plancorp, LLC · 15 quarters on record
This page tracks every 13F SEC filing in which Plancorp, LLC reported a position in DIMENSIONAL ETF TRUST (DFAI). 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 | 601,293 | +1,787 | +0.3% | 0.69% | $22.9M | $38.11 |
| 2025 Q3 | ADDED | 599,506 | +1,109 | +0.2% | 0.68% | $21.8M | $36.11 |
| 2025 Q2 | ADDED | 598,397 | +101,247 | +20.4% | 0.72% | $20.7M | $34.21 |
| 2025 Q1 | ADDED | 497,150 | +816 | +0.2% | 0.62% | $15.5M | $30.50 |
| 2024 Q4 | ADDED | 496,334 | +103,116 | +26.2% | 0.60% | $14.5M | $28.43 |
| 2024 Q3 | ADDED | 393,218 | +688 | +0.2% | 0.51% | $12.5M | $30.71 |
| 2024 Q2 | ADDED | 392,530 | +27,250 | +7.5% | 0.50% | $11.6M | $28.55 |
| 2024 Q1 | ADDED | 365,280 | +32,761 | +9.9% | 0.48% | $11.0M | $28.70 |
| 2023 Q4 | ADDED | 332,519 | +17,433 | +5.5% | 0.46% | $9.5M | $27.16 |
| 2023 Q3 | ADDED | 315,086 | +1,998 | +0.6% | 0.44% | $8.2M | $24.61 |
As of 2025 Q4 — sorted by position size