Plancorp, LLC Dimensional ETF Tr Dimensional Transaction History
Plancorp, LLC
- $3.11 Billion
- Q3 2025
A detailed history of Plancorp, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Plancorp, LLC holds 2,202,540 shares of DFIC stock, worth $73.5 Million. This represents 2.33% of its overall portfolio holdings.
Number of Shares
2,202,540
Previous 1,620,101
35.95%
Holding current value
$73.5 Million
Previous $50.4 Million
43.39%
% of portfolio
2.33%
Previous 1.77%
Shares
3 transactions
Others Institutions Holding DFIC
# of Institutions
526Shares Held
282MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO34.9MShares$1.16 Billion1.95% of portfolio
-
Forum Financial Management, LP Lombard, IL16.5MShares$552 Million8.43% of portfolio
-
Evensky & Katz LLC6.16MShares$205 Million11.71% of portfolio
-
High Tower Advisors, LLC Chicago, IL5.1MShares$170 Million0.2% of portfolio
-
Envestnet Asset Management Inc4.79MShares$160 Million0.05% of portfolio