PL
DFUS

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

Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Plancorp LLC's DFUS Position: Q2 2026 in Review

Plancorp LLC reduced its Dimensional US Equity ETF (DFUS) stake by 0.69% in Q2 2026, selling an estimated $2.45M and leaving 4,426,858 shares worth $363M. The position accounts for 8.85% of the portfolio, ranked #3.

Plancorp LLC first reported a position in DFUS in Q2 2021 and has held it in 21 quarters since. 868 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • Plancorp LLC held 4,426,858 shares of Dimensional US Equity ETF worth $363M as of Q2 2026.
  • Plancorp LLC sold 30,930 Dimensional US Equity ETF shares in Q2 2026, an estimated $2.45M.
  • Dimensional US Equity ETF made up 8.85% of Plancorp LLC's portfolio in Q2 2026, its #3 holding.
  • Plancorp LLC first reported a position in Dimensional US Equity ETF in Q2 2021 and has held it in 21 quarters since.
  • 868 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

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