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Plancorp LLC’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Plancorp LLC’s Portfolio DFAU Stock Details DFAU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$45M Buy
868,094
+74,685
+9% +$3.74M 1.1% 17
2026
Q1 		$37.3M Buy
793,409
+3,700
+0.5% +$174K 1.06% 17
2025
Q4 		$37M Sell
789,709
-5,057
-0.6% -$234K 1.12% 17
2025
Q3 		$36.4M Sell
794,766
-1,484
-0.2% -$65.4K 1.14% 17
2025
Q2 		$33.7M Buy
796,250
+606
+0.1% +$23.8K 1.17% 16
2025
Q1 		$30.6M Buy
795,644
+900
+0.1% +$36.5K 1.21% 15
2024
Q4 		$32.2M Buy
794,744
+168,680
+27% +$6.89M 1.32% 15
2024
Q3 		$24.8M Sell
626,064
-1,436
-0.2% -$54.8K 1.01% 18
2024
Q2 		$23.5M Buy
627,500
+179,767
+40% +$6.53M 1.02% 18
2024
Q1 		$16.4M Buy
447,733
+51,094
+13% +$1.77M 0.71% 18
2023
Q4 		$13.2M Buy
396,639
+17,011
+4% +$528K 0.63% 20
2023
Q3 		$11.4M Sell
379,628
-1,225
-0.3% -$38.1K 0.61% 20
2023
Q2 		$11.8M Sell
380,853
-2,310
-0.6% -$67.7K 0.64% 19
2023
Q1 		$11M Sell
383,163
-4,068
-1% -$115K 0.62% 19
2022
Q4 		$10.5M Buy
387,231
+136,217
+54% +$3.7M 0.62% 19
2022
Q3 		$6.31M Buy
251,014
+38,215
+18% +$1.06M 0.42% 28
2022
Q2 		$5.62M Buy
212,799
+201,999
+1,870% +$5.8M 0.35% 28
2022
Q1 		$340K Buy
+10,800
New +$335K 0.02% 176

Other funds holding DFAU

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
KA
Kooman & Associates Altoona, Pennsylvania $372M AUM 22.32% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
AWM
Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return
5NPW
55 North Private Wealth Winter Park, Florida $508M AUM

Plancorp LLC's DFAU Position: Q2 2026 in Review

Plancorp LLC increased its Dimensional US Core Equity Market ETF (DFAU) stake by 9.4% in Q2 2026, buying an estimated $3.74M and bringing the position to 868,094 shares worth $45M. The position accounts for 1.1% of the portfolio, ranked #17.

Plancorp LLC first reported a position in DFAU in Q1 2022 and has held it in 18 quarters since. 191 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

  • Plancorp LLC held 868,094 shares of Dimensional US Core Equity Market ETF worth $45M as of Q2 2026.
  • Plancorp LLC bought 74,685 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $3.74M.
  • Dimensional US Core Equity Market ETF made up 1.1% of Plancorp LLC's portfolio in Q2 2026, its #17 holding.
  • Plancorp LLC first reported a position in Dimensional US Core Equity Market ETF in Q1 2022 and has held it in 18 quarters since.
  • 191 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

Based on Plancorp LLC's 13F filing for Q2 2026, filed 14 Jul 2026.