Plancorp, LLC DFAT Holdings History
Plancorp, LLC's Dimensional U.S. Targeted Value ETF Holding Summary
As of 2025-06-30, Plancorp, LLC held 1.54 Mil shares of Dimensional U.S. Targeted Value ETF(DFAT), totaling $82.86 Mil. This investment constitutes 2.87% of their stock portfolio, and Plancorp, LLC now holds 0.78% of the outstanding Dimensional U.S. Targeted Value ETF(DFAT) stock.
The initial trade took place in 2021Q2. And since then Plancorp, LLC has made 4 purchases of DFAT, at an average price of $44.89, for a total of 1.82 Mil shares. In addition, there have been 13 sales at an average price of $49.90 for 282,983.00 shares. Based on historical transaction data and DFAT's current price of $55.90, Plancorp, LLC's estimated gain on his DFAT holdings is $18.32 Mil, reflecting a 22.44% gain to date.
Plancorp, LLC DFAT ($55.90) Holding Chart
Plancorp, LLC DFAT ($55.90) 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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