PL
DFUV icon

Plancorp LLC’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Plancorp LLC’s Portfolio DFUV Stock Details DFUV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$178M Sell
3,242,114
-2,316,845
-42% -$122M 4.35% 7
2026
Q1 		$278M Sell
5,558,959
-161,483
-3% -$7.92M 7.9% 4
2025
Q4 		$267M Sell
5,720,442
-116,257
-2% -$5.27M 8.06% 4
2025
Q3 		$261M Sell
5,836,699
-169,551
-3% -$7.38M 8.18% 4
2025
Q2 		$254M Sell
6,006,250
-322,148
-5% -$12.9M 8.8% 3
2025
Q1 		$261M Sell
6,328,398
-45,299
-0.7% -$1.9M 10.34% 3
2024
Q4 		$261M Sell
6,373,697
-110,395
-2% -$4.69M 10.71% 3
2024
Q3 		$270M Sell
6,484,092
-88,474
-1% -$3.58M 11.03% 3
2024
Q2 		$258M Sell
6,572,566
-79,374
-1% -$3.14M 11.19% 3
2024
Q1 		$272M Sell
6,651,940
-130,733
-2% -$4.99M 11.81% 3
2023
Q4 		$252M Sell
6,782,673
-28,838
-0.4% -$993K 12.1% 3
2023
Q3 		$232M Sell
6,811,511
-49,905
-0.7% -$1.75M 12.4% 3
2023
Q2 		$237M Sell
6,861,416
-26,342
-0.4% -$880K 12.77% 3
2023
Q1 		$231M Sell
6,887,758
-51,280
-0.7% -$1.76M 12.96% 3
2022
Q4 		$232M Sell
6,939,038
-22,202
-0.3% -$738K 13.7% 3
2022
Q3 		$206M Sell
6,961,240
-54,681
-0.8% -$1.78M 13.75% 3
2022
Q2 		$222M Buy
+7,015,921
New +$233M 13.97% 3

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EWM
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Wealth Enhancement Advisory Services
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TCOTS
Trust Company of the South Greensboro, North Carolina $710M AUM 26.71% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
CA
Clune & Associates Chicago, Illinois $661M AUM 21.51% 1-Year Est. Return
KAM
KEB Asset Management Springfield, Illinois $618M AUM 29.12% 1-Year Est. Return
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return