Plancorp, LLC DFAC Holdings History
Plancorp, LLC's Dimensional U.S. Core Equity 2 ETF Holding Summary
As of 2025-06-30, Plancorp, LLC held 10.74 Mil shares of Dimensional U.S. Core Equity 2 ETF(DFAC), totaling $385.01 Mil. This investment constitutes 13.33% of their stock portfolio, and Plancorp, LLC now holds 1.1% of the outstanding Dimensional U.S. Core Equity 2 ETF(DFAC) stock.
The initial trade took place in 2021Q2. And since then Plancorp, LLC has made 5 purchases of DFAC, at an average price of $26.69, for a total of 11.86 Mil shares. In addition, there have been 12 sales at an average price of $28.89 for 1.11 Mil shares. Based on historical transaction data and DFAC's current price of $36.94, Plancorp, LLC's estimated gain on his DFAC holdings is $112.53 Mil, reflecting a 35.56% gain to date.
Plancorp, LLC DFAC ($36.94) Holding Chart
Plancorp, LLC DFAC ($36.94) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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