Top 50 Plancorp, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAC | DIMENSIONAL ETF TRUST | 11.9% | 10.34M | $418.5M | -0.89%(-92.38K) | $27.15(+57.26%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 10.67% | 1.12M | $375.2M | +8.77%(+90.28K) | $270.29(+32.08%) | 2026-03-31 | |
| DFUS | DIMENSIONAL ETF TRUST | 9.39% | 4.46M | $330.1M | -1.04%(-46.80K) | $47.10(+67.44%) | 2026-03-31 | |
| DFUV | DIMENSIONAL ETF TRUST | 7.9% | 5.56M | $277.6M | -2.82%(-161.48K) | $31.60(+64.75%) | 2026-03-31 | |
| DFIV | DIMENSIONAL ETF TRUST | 5.74% | 3.66M | $202.0M | +2.61%(+93.11K) | $35.39(+54.60%) | 2026-03-31 | |
| AVUV | AMERICAN CENTY ETF TR | 4.79% | 1.47M | $168.6M | +8.02%(+109.14K) | $82.00(+46.53%) | 2026-03-31 | |
| DFAX | DIMENSIONAL ETF TRUST | 4.03% | 3.94M | $141.6M | -1.35%(-53.95K) | $25.78(+42.67%) | 2026-03-31 | |
| LRGF | ISHARES TR | 3.87% | 1.98M | $135.9M | +6.18%(+115.28K) | $46.39(+56.89%) | 2026-03-31 | |
| DFIC | DIMENSIONAL ETF TRUST | 3.72% | 3.50M | $130.7M | +13.10%(+405.30K) | $31.26(+19.22%) | 2026-03-31 | |
| DFAS | DIMENSIONAL ETF TRUST | 2.68% | 1.27M | $94.2M | -2.77%(-36.23K) | $58.21(+33.61%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +14.68% | +50.83% |
| Top 20 Holdings Unweighted | +14.66% | +50.73% |
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