Plancorp, LLC: 13F holdings
CIK 15995792026Q2
| Positions | 425 |
|---|
| Reported value | $4.1bn |
|---|
| Filed | 2026-07-14 |
|---|
Change since last quarter
| Positions | 425 (+47 vs prior quarter) |
|---|
| Reported value | $4.1bn (+15.9%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VTI VANGUARD INDEX FDS | 1,194,717 | $441.8m | 10.8% |
| DIMENSIONAL ETF TRUST | 7,263,717 | $365.7m | 8.9% |
| DFUS DIMENSIONAL ETF TRUST | 4,426,858 | $362.5m | 8.8% |
| DIMENSIONAL ETF TRUST | 7,886,805 | $349.9m | 8.5% |
| DFIV DIMENSIONAL ETF TRUST | 3,765,351 | $208.3m | 5.1% |
| AVUV AMERICAN CENTY ETF TR | 1,545,016 | $191.5m | 4.7% |
| YM=F DIMENSIONAL ETF TRUST | 3,242,114 | $178.4m | 4.4% |
| LRGF ISHARES TR | 2,091,989 | $158.7m | 3.9% |
| DFIC DIMENSIONAL ETF TRUST | 3,901,958 | $145.5m | 3.6% |
| DFAX DIMENSIONAL ETF TRUST | 3,903,563 | $141.5m | 3.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1599579")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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