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 $71.7 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
$71.7 Million
Previous $50.4 Million
43.39%
% of portfolio
2.33%
Previous 1.77%
Shares
3 transactions
Others Institutions Holding DFIC
# of Institutions
524Shares Held
277MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO31.7MShares$1.03 Billion2.04% of portfolio
-
Forum Financial Management, LP Lombard, IL16.5MShares$539 Million8.43% of portfolio
-
Evensky & Katz LLC6.15MShares$200 Million11.67% of portfolio
-
High Tower Advisors, LLC Chicago, IL5.09MShares$166 Million0.21% of portfolio
-
Envestnet Asset Management Inc4.79MShares$156 Million0.05% of portfolio