Plancorp, LLC DFAX Holdings History
Plancorp, LLC's Dimensional World ex U.S. Core Equity 2 ETF Holding Summary
As of 2025-06-30, Plancorp, LLC held 4.09 Mil shares of Dimensional World ex U.S. Core Equity 2 ETF(DFAX), totaling $120.06 Mil. This investment constitutes 4.16% of their stock portfolio, and Plancorp, LLC now holds 1.36% of the outstanding Dimensional World ex U.S. Core Equity 2 ETF(DFAX) stock.
The initial trade took place in 2021Q3. And since then Plancorp, LLC has made 2 purchases of DFAX, at an average price of $26.31, for a total of 4.40 Mil shares. In addition, there have been 14 sales at an average price of $24.47 for 309,931.00 shares. Based on historical transaction data and DFAX's current price of $30.33, Plancorp, LLC's estimated gain on his DFAX holdings is $15.85 Mil, reflecting a 13.70% gain to date.
Plancorp, LLC DFAX ($30.33) Holding Chart
Plancorp, LLC DFAX ($30.33) 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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