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 304,225 shares of DFSV stock, worth $9.55 Million. This represents 0.31% of its overall portfolio holdings.
Number of Shares
304,225
Previous 287,350
5.87%
Holding current value
$9.55 Million
Previous $8.46 Million
14.55%
% of portfolio
0.31%
Previous 0.3%
Shares
3 transactions
Others Institutions Holding DFSV
# of Institutions
496Shares Held
140MCall Options Held
0Put Options Held
0-
Savant Capital, LLC13.4MShares$421 Million2.39% of portfolio
-
Mather Group, Llc. Chicago, IL6.51MShares$204 Million2.11% of portfolio
-
Jmg Financial Group, Ltd.5.61MShares$176 Million5.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.14MShares$161 Million0.26% of portfolio
-
Cerity Partners LLC New York, NY3.46MShares$109 Million0.18% of portfolio