Plancorp LLC’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Plancorp LLC’s Portfolio DFCF Stock Details DFCF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$521K	Buy	12,457 +125	+1%	+$5.28K	0.01%	248
2026 Q1	$523K	Buy	12,332 +86	+0.7%	+$3.67K	0.01%	221
2025 Q4	$521K	Buy	12,246 +179	+1%	+$7.67K	0.02%	214
2025 Q3	$516K	Buy	12,067 +135	+1%	+$5.73K	0.02%	221
2025 Q2	$504K	Buy	11,932 +141	+1%	+$5.88K	0.02%	222
2025 Q1	$496K	Buy	11,791 +6,059	+106%	+$253K	0.02%	208
2024 Q4	$237K	Buy	+5,732	New	+$241K	0.01%	282

Other funds holding DFCF

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return

Elser Financial Planning Indianapolis, Indiana $2.28B AUM 39.33% 1-Year Est. Return

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return

Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

Plancorp LLC's DFCF Position: Q2 2026 in Review

Plancorp LLC increased its Dimensional Core Fixed Income ETF (DFCF) stake by 1% in Q2 2026, buying an estimated $5.28K and bringing the position to 12,457 shares worth $521K. The position accounts for 0.01% of the portfolio, ranked #248.

Plancorp LLC first reported a position in DFCF in Q4 2024 and has held it in 7 quarters since. The position peaked at $523K in Q1 2026. 510 funds tracked by Wall St. Rank hold DFCF as of Q2 2026.

Plancorp LLC held 12,457 shares of Dimensional Core Fixed Income ETF worth $521K as of Q2 2026.
Plancorp LLC bought 125 Dimensional Core Fixed Income ETF shares in Q2 2026, an estimated $5.28K.
Dimensional Core Fixed Income ETF made up 0.01% of Plancorp LLC's portfolio in Q2 2026, its #248 holding.
Plancorp LLC first reported a position in Dimensional Core Fixed Income ETF in Q4 2024 and has held it in 7 quarters since.
Plancorp LLC's Dimensional Core Fixed Income ETF position peaked at $523K in Q1 2026.
510 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2026.

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