Plancorp, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
PL Plancorp, LLC | Institutional Filer | ▲ 6.31% | $3.52B | 378 |
Current Portfolio Holdings
Showing all 378 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | — | 10.3M | $418.5M | 11.90% |
| 2 | VTI | VANGUARD INDEX FDS | — | 1.1M | $375.2M | 10.67% |
| 3 | DFUS | DIMENSIONAL ETF TRUST | — | 4.5M | $330.1M | 9.39% |
| 4 | DFUV | DIMENSIONAL ETF TRUST | — | 5.6M | $277.6M | 7.90% |
| 5 | DFIV | DIMENSIONAL ETF TRUST | — | 3.7M | $202.0M | 5.74% |
| 6 | AVUV | AMERICAN CENTY ETF TR | — | 1.5M | $168.6M | 4.79% |
| 7 | DFAX | DIMENSIONAL ETF TRUST | — | 3.9M | $141.6M | 4.03% |
| 8 | LRGF | ISHARES TR | — | 2.0M | $135.9M | 3.87% |
| 9 | DFIC | DIMENSIONAL ETF TRUST | — | 3.5M | $130.7M | 3.72% |
| 10 | DFAS | DIMENSIONAL ETF TRUST | — | 1.3M | $94.2M | 2.68% |
| 11 | DFAT | DIMENSIONAL ETF TRUST | — | 1.4M | $90.1M | 2.56% |
| 12 | AVDE | AMERICAN CENTY ETF TR | — | 865K | $77.3M | 2.20% |
| 13 | AVUS | AMERICAN CENTY ETF TR | — | 528K | $61.3M | 1.74% |
| 14 | VOO | VANGUARD INDEX FDS | — | 67K | $41.9M | 1.19% |
| 15 | DFEM | DIMENSIONAL ETF TRUST | — | 1.1M | $40.5M | 1.15% |
Showing 1 to 15 of 378 holdings