Plancorp, LLC DFAS Holdings History
Plancorp, LLC's Dimensional U.S. Small Cap ETF Holding Summary
As of 2025-06-30, Plancorp, LLC held 1.37 Mil shares of Dimensional U.S. Small Cap ETF(DFAS), totaling $87.04 Mil. This investment constitutes 3.01% of their stock portfolio, and Plancorp, LLC now holds 0.85% of the outstanding Dimensional U.S. Small Cap ETF(DFAS) stock.
The initial trade took place in 2021Q2. And since then Plancorp, LLC has made 5 purchases of DFAS, at an average price of $58.01, for a total of 1.63 Mil shares. In addition, there have been 12 sales at an average price of $58.46 for 261,902.00 shares. Based on historical transaction data and DFAS's current price of $66.41, Plancorp, LLC's estimated gain on his DFAS holdings is $11.60 Mil, reflecting a 12.29% gain to date.
Plancorp, LLC DFAS ($66.41) Holding Chart
Plancorp, LLC DFAS ($66.41) 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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