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 $72.3 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
$72.3 Million
            Previous $50.4 Million
            
        
           43.39%
        
      
          
        % of portfolio
2.33%
            Previous 1.77%
          
        Shares
	  3 transactions
	
  Others Institutions Holding DFIC
# of Institutions
522Shares Held
300MCall Options Held
0Put Options Held
0- 
    
      Mercer Global Advisors Inc Denver, CO31.7MShares$1.04 Billion2.04% of portfolio
- 
    
      Envestnet Asset Management Inc28.8MShares$945 Million0.27% of portfolio
- 
    
      Forum Financial Management, LP Lombard, IL16.5MShares$543 Million8.43% of portfolio
- 
    
      Evensky & Katz LLC6.15MShares$202 Million11.67% of portfolio
- 
    
      High Tower Advisors, LLC Chicago, IL5.09MShares$167 Million0.21% of portfolio