Plancorp, LLC DFUV Holdings History
Plancorp, LLC's Dimensional US Marketwide Value ETF Holding Summary
As of 2025-06-30, Plancorp, LLC held 6.01 Mil shares of Dimensional US Marketwide Value ETF(DFUV), totaling $253.94 Mil. This investment constitutes 8.8% of their stock portfolio, and Plancorp, LLC now holds 2.2% of the outstanding Dimensional US Marketwide Value ETF(DFUV) stock.
The initial trade took place in 2022Q2. And since then Plancorp, LLC has made 1 purchases of DFUV, at an average price of $33.27, for a total of 7.02 Mil shares. In addition, there have been 12 sales at an average price of $38.76 for 1.01 Mil shares. Based on historical transaction data and DFUV's current price of $43.44, Plancorp, LLC's estimated gain on his DFUV holdings is $66.62 Mil, reflecting a 28.54% gain to date.
Plancorp, LLC DFUV ($43.44) Holding Chart
Plancorp, LLC DFUV ($43.44) 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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