Plancorp, LLC Dimensional ETF Tr Transaction History

Plancorp, LLC

$2.85 Billion
Q2 2025

A detailed history of Plancorp, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Plancorp, LLC holds 3,209,592 shares of DFIV stock, worth $145 Million. This represents 4.82% of its overall portfolio holdings.

Number of Shares

3,209,592

Previous 2,915,116 10.1%

Holding current value

$145 Million

Previous $115 Million 19.81%

% of portfolio

4.82%

Previous 4.58%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 15, 2025	BUY	$34.67 - $43.21 $10.2 Million - $12.7 Million	294,476 Added 10.1%	3,209,592 $137 Million
Q1 2025 May 15, 2025	BUY	$35.33 - $40.77 $6.78 Million - $7.83 Million	192,045 Added 7.05%	2,915,116 $115 Million
Q4 2024 Feb 11, 2025	BUY	$34.86 - $37.97 $2.65 Million - $2.89 Million	76,161 Added 2.88%	2,723,071 $96.6 Million
Q3 2024 Nov 12, 2024	BUY	$34.66 - $38.38 $71,295 - $78,947	2,057 Added 0.08%	2,646,910 $101 Million
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

737

Shares Held

267M

Call Options Held

1.8K

Put Options Held

200

View Full List

About DIMENSIONAL ETF TR

Ticker DFIV
Sector ETFs
Industry ETFs

More about DFIV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Plancorp, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Plancorp, LLC with notifications on news.

Account