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 (DFUV). 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 | 5,720,442 | -116,257 | -2.0% | 8.06% | $266.5M | $46.59 |
| 2025 Q3 | REDUCED | 5,836,699 | -169,551 | -2.8% | 8.18% | $260.8M | $44.53 |
| 2025 Q2 | REDUCED | 6,006,250 | -322,148 | -5.1% | 8.80% | $253.9M | $41.95 |
| 2025 Q1 | REDUCED | 6,328,398 | -45,299 | -0.7% | 10.34% | $260.8M | $40.69 |
| 2024 Q4 | REDUCED | 6,373,697 | -110,395 | -1.7% | 10.71% | $260.8M | $40.25 |
| 2024 Q3 | REDUCED | 6,484,092 | -88,474 | -1.3% | 11.03% | $270.3M | $40.83 |
| 2024 Q2 | REDUCED | 6,572,566 | -79,374 | -1.2% | 11.19% | $258.1M | $38.30 |
| 2024 Q1 | REDUCED | 6,651,940 | -130,733 | -1.9% | 11.81% | $272.1M | $39.71 |
| 2023 Q4 | REDUCED | 6,782,673 | -28,838 | -0.4% | 12.10% | $252.5M | $36.00 |
| 2023 Q3 | REDUCED | 6,811,511 | -49,905 | -0.7% | 12.40% | $231.7M | $32.78 |
As of 2025 Q4 — sorted by position size