Plancorp, LLC DFUS Holdings History
Plancorp, LLC's Dimensional U.S. Equity Market ETF Holding Summary
As of 2025-06-30, Plancorp, LLC held 4.60 Mil shares of Dimensional U.S. Equity Market ETF(DFUS), totaling $307.96 Mil. This investment constitutes 10.67% of their stock portfolio, and Plancorp, LLC now holds 1.98% of the outstanding Dimensional U.S. Equity Market ETF(DFUS) stock.
The initial trade took place in 2021Q2. And since then Plancorp, LLC has made 2 purchases of DFUS, at an average price of $46.55, for a total of 5.98 Mil shares. In addition, there have been 15 sales at an average price of $53.31 for 1.38 Mil shares. Based on historical transaction data and DFUS's current price of $68.77, Plancorp, LLC's estimated gain on his DFUS holdings is $111.42 Mil, reflecting a 40.04% gain to date.
Plancorp, LLC DFUS ($68.77) Holding Chart
Plancorp, LLC DFUS ($68.77) 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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