Plancorp LLC’s Dimensional US Equity ETF DFUS Stock Holding History

Plancorp LLC’s Portfolio DFUS Stock Details DFUS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$363M	Sell	4,426,858 -30,930	-0.7%	-$2.45M	8.85%	3
2026 Q1	$330M	Sell	4,457,788 -46,795	-1%	-$3.47M	9.39%	3
2025 Q4	$334M	Sell	4,504,583 -67,657	-1%	-$4.97M	10.1%	3
2025 Q3	$331M	Sell	4,572,240 -22,879	-0.5%	-$1.59M	10.39%	2
2025 Q2	$308M	Sell	4,595,119 -117,591	-2%	-$7.28M	10.67%	2
2025 Q1	$285M	Sell	4,712,710 -78,237	-2%	-$5M	11.3%	2
2024 Q4	$305M	Sell	4,790,947 -172,987	-3%	-$11.1M	12.54%	2
2024 Q3	$309M	Sell	4,963,934 -79,830	-2%	-$4.78M	12.6%	2
2024 Q2	$297M	Sell	5,043,764 -77,269	-2%	-$4.39M	12.86%	2
2024 Q1	$292M	Sell	5,121,033 -130,294	-2%	-$7.05M	12.67%	2
2023 Q4	$272M	Sell	5,251,327 -217,093	-4%	-$10.5M	13.04%	2
2023 Q3	$255M	Sell	5,468,420 -60,040	-1%	-$2.9M	13.62%	2
2023 Q2	$266M	Sell	5,528,460 -71,530	-1%	-$3.25M	14.36%	2
2023 Q1	$249M	Sell	5,599,990 -76,691	-1%	-$3.33M	13.99%	2
2022 Q4	$236M	Sell	5,676,681 -32,834	-0.6%	-$1.37M	13.93%	2
2022 Q3	$222M	Buy	5,709,515 +17,178	+0.3%	+$739K	14.78%	2
2022 Q2	$232M	Sell	5,692,337 -86,301	-1%	-$3.82M	14.62%	2
2022 Q1	$283M	Sell	5,778,638 -43,215	-0.7%	-$2.09M	18.42%	2
2021 Q4	$301M	Sell	5,821,853 -76,035	-1%	-$3.82M	19.08%	2
2021 Q3	$278M	Sell	5,897,888 -62,933	-1%	-$3.05M	19.22%	2
2021 Q2	$281M	Buy	+5,960,821	New	+$278M	22.04%	2

Other funds holding DFUS

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return

Dixon Fnancial Services Lafayette, California $247M AUM 29.3% 1-Year Est. Return