Plancorp, LLC Dimensional ETF Tr Dimensional Transaction History

Plancorp, LLC

$2.51 Billion
Q1 2025

A detailed history of Plancorp, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Plancorp, LLC holds 455,461 shares of DFIC stock, worth $13.8 Million. This represents 0.5% of its overall portfolio holdings.

Number of Shares

455,461

Holding current value

$13.8 Million

% of portfolio

0.5%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 15, 2025	BUY	$25.54 - $28.79 $11.6 Million - $13.1 Million	455,461 New	455,461 $12.6 Million

Others Institutions Holding DFIC

# of Institutions

469

Shares Held

279M

Call Options Held

6.6K

Put Options Held

3.9K

Mercer Global Advisors Inc Denver, CO

30.9M
Shares

$933 Million
2.0% of portfolio
Envestnet Asset Management Inc

27.5M
Shares

$832 Million
0.26% of portfolio
Forum Financial Management, LP Lombard, IL

16.2M
Shares

$490 Million
8.53% of portfolio
Evensky & Katz LLC

6.32M
Shares

$191 Million
11.77% of portfolio
High Tower Advisors, LLC Chicago, IL

5.17M
Shares

$156 Million
0.2% of portfolio

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFIC
Sector ETFs
Industry ETFs

More about DFIC

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