Plancorp, LLC DFIV Holdings History

Number of Shares
3.21 Mil
Current Holdings Value*
$137.47 Mil
% of Portfolio
4.76%
Total Estimate Gain
$34.35 Mil
% of Total Estimate Gain
31.07%

Plancorp, LLC's Dimensional International Value ETF Holding Summary

As of 2025-06-30, Plancorp, LLC held 3.21 Mil shares of Dimensional International Value ETF(DFIV), totaling $137.47 Mil. This investment constitutes 4.76% of their stock portfolio, and Plancorp, LLC now holds 1.13% of the outstanding Dimensional International Value ETF(DFIV) stock.

The initial trade took place in 2021Q3. And since then Plancorp, LLC has made 14 purchases of DFIV, at an average price of $33.88, for a total of 3.26 Mil shares. In addition, there have been 2 sales at an average price of $32.08 for 54,319.00 shares. Based on historical transaction data and DFIV's current price of $44.62, Plancorp, LLC's estimated gain on his DFIV holdings is $34.35 Mil, reflecting a 31.07% gain to date.

Plancorp, LLC DFIV ($44.62) Holding Chart

Plancorp, LLC DFIV ($44.62) 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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