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Plancorp, Llc

Portfolio Manager
Plancorp, LLC
Performance
-0.03% (2026 Q1)
AUM (13F)
$3.52B
# of Holdings
378
Performance Rank
Allocation (Top 20)
78.62%

Plancorp, Llc Holdings Map

Top 50 Plancorp, Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
DFAC
DIMENSIONAL ETF TRUST
11.9%10.34M$418.5M
-0.89%(-92.38K)
2025-Q1: 10.57M shares2025-Q2: 10.74M shares2025-Q3: 10.60M shares2025-Q4: 10.43M shares2026-Q1: 10.34M shares
$27.15(+57.26%)
2026-03-31
VTI
VANGUARD INDEX FDS
10.67%1.12M$375.2M
+8.77%(+90.28K)
2025-Q1: 594.8K shares2025-Q2: 811.8K shares2025-Q3: 934.4K shares2025-Q4: 1.03M shares2026-Q1: 1.12M shares
$270.29(+32.08%)
2026-03-31
DFUS
DIMENSIONAL ETF TRUST
9.39%4.46M$330.1M
-1.04%(-46.80K)
2025-Q1: 4.71M shares2025-Q2: 4.60M shares2025-Q3: 4.57M shares2025-Q4: 4.50M shares2026-Q1: 4.46M shares
$47.10(+67.44%)
2026-03-31
DFUV
DIMENSIONAL ETF TRUST
7.9%5.56M$277.6M
-2.82%(-161.48K)
2025-Q1: 6.33M shares2025-Q2: 6.01M shares2025-Q3: 5.84M shares2025-Q4: 5.72M shares2026-Q1: 5.56M shares
$31.60(+64.75%)
2026-03-31
DFIV
DIMENSIONAL ETF TRUST
5.74%3.66M$202.0M
+2.61%(+93.11K)
2025-Q1: 2.92M shares2025-Q2: 3.21M shares2025-Q3: 3.37M shares2025-Q4: 3.57M shares2026-Q1: 3.66M shares
$35.39(+54.60%)
2026-03-31
AVUV
AMERICAN CENTY ETF TR
4.79%1.47M$168.6M
+8.02%(+109.14K)
2025-Q1: 935.1K shares2025-Q2: 1.13M shares2025-Q3: 1.26M shares2025-Q4: 1.36M shares2026-Q1: 1.47M shares
$82.00(+46.53%)
2026-03-31
DFAX
DIMENSIONAL ETF TRUST
4.03%3.94M$141.6M
-1.35%(-53.95K)
2025-Q1: 4.12M shares2025-Q2: 4.09M shares2025-Q3: 4.05M shares2025-Q4: 4.00M shares2026-Q1: 3.94M shares
$25.78(+42.67%)
2026-03-31
LRGF
ISHARES TR
3.87%1.98M$135.9M
+6.18%(+115.28K)
2025-Q1: 1.59M shares2025-Q2: 1.74M shares2025-Q3: 1.81M shares2025-Q4: 1.87M shares2026-Q1: 1.98M shares
$46.39(+56.89%)
2026-03-31
DFIC
DIMENSIONAL ETF TRUST
3.72%3.50M$130.7M
+13.10%(+405.30K)
2025-Q1: 455.5K shares2025-Q2: 1.62M shares2025-Q3: 2.20M shares2025-Q4: 3.09M shares2026-Q1: 3.50M shares
$31.26(+19.22%)
2026-03-31
DFAS
DIMENSIONAL ETF TRUST
2.68%1.27M$94.2M
-2.77%(-36.23K)
2025-Q1: 1.40M shares2025-Q2: 1.37M shares2025-Q3: 1.33M shares2025-Q4: 1.31M shares2026-Q1: 1.27M shares
$58.21(+33.61%)
2026-03-31

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