Plancorp, LLC Dimensional ETF Tr Transaction History

Plancorp, LLC

$2.3 Billion
Q2 2024

A detailed history of Plancorp, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Plancorp, LLC holds 2,644,853 shares of DFIV stock, worth $98.9 Million. This represents 4.13% of its overall portfolio holdings.

Number of Shares

2,644,853

Previous 2,617,715 1.04%

Holding current value

$98.9 Million

Previous $96.2 Million 1.19%

% of portfolio

4.13%

Previous 4.19%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 09, 2024	BUY	$35.5 - $38.02 $963,399 - $1.03 Million	27,138 Added 1.04%	2,644,853 $95.1 Million
Q1 2024 May 14, 2024	SELL	$33.15 - $36.75 $112,710 - $124,950	-3,400 Reduced 0.13%	2,617,715 $96.2 Million
Q4 2023 Feb 09, 2024	BUY	$30.86 - $34.46 $632,691 - $706,498	20,502 Added 0.79%	2,621,115 $90.1 Million
Q3 2023 Nov 08, 2023	BUY	$32.1 - $34.42 $1.17 Million - $1.25 Million	36,421 Added 1.42%	2,600,613 $84.8 Million
Q2 2023 Jul 26, 2023	BUY	$31.45 - $33.77 $1.63 Million - $1.75 Million	51,721 Added 2.06%	2,564,192 $84.2 Million
Q1 2023 May 11, 2023	BUY	$30.43 - $33.38 $998,225 - $1.09 Million	32,804 Added 1.32%	2,512,471 $81 Million
Q4 2022 Feb 14, 2023	BUY	$25.88 - $31.1 $4.39 Million - $5.28 Million	169,771 Added 7.35%	2,479,667 $75.4 Million
Q3 2022 Nov 10, 2022	BUY	$25.71 - $30.57 $54,608 - $64,930	2,124 Added 0.09%	2,309,896 $59.5 Million
Q2 2022 Aug 04, 2022	SELL	$28.66 - $33.84 $1.46 Million - $1.72 Million	-50,919 Reduced 2.16%	2,307,772 $66.7 Million
Q1 2022 May 13, 2022	BUY	$30.75 - $35.49 $4.1 Million - $4.73 Million	133,234 Added 5.99%	2,358,691 $79 Million
Q4 2021 Feb 11, 2022	BUY	$31.61 - $34.21 $4.32 Million - $4.67 Million	136,563 Added 6.54%	2,225,457 $73 Million
Q3 2021 Nov 15, 2021	BUY	$32.25 - $33.65 $67.4 Million - $70.3 Million	2,088,894 New	2,088,894 $68.4 Million

Others Institutions Holding DFIV

# of Institutions

541

Shares Held

190M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR

Ticker DFIV
Sector ETFs
Industry ETFs

More about DFIV

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