Plancorp, LLC Dimensional ETF Tr Transaction History
Plancorp, LLC
- $2.51 Billion
- Q1 2025
A detailed history of Plancorp, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Plancorp, LLC holds 795,644 shares of DFAU stock, worth $32.5 Million. This represents 1.22% of its overall portfolio holdings.
Number of Shares
795,644
Previous 794,744
0.11%
Holding current value
$32.5 Million
Previous $32.2 Million
4.96%
% of portfolio
1.22%
Previous 1.33%
Shares
13 transactions
Others Institutions Holding DFAU
# of Institutions
505Shares Held
134MCall Options Held
30.6KPut Options Held
700-
Sequoia Financial Advisors, LLC5.63MShares$230 Million1.87% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$170 Million5.04% of portfolio
-
Aquire Wealth Advisors, LLC3.76MShares$154 Million44.46% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.53MShares$144 Million1.69% of portfolio
-
Modera Wealth Management, LLC3.52MShares$144 Million1.87% of portfolio