Plancorp

$4.1B 13F equity value
446 Holdings
Quarter ended June 30, 2026

The latest 13F on file for Plancorp covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.

Top Holdings

TickerCompanySharesValueWeight
VTIVANGUARD INDEX FDS1,194,717$442M10.8%
DFALDIMENSIONAL ETF TRUST7,263,717$366M8.9%
DFUSDIMENSIONAL ETF TRUST4,426,858$363M8.8%
DFACDIMENSIONAL ETF TRUST7,886,805$350M8.5%
DFIVDIMENSIONAL ETF TRUST3,765,351$208M5.1%
AVUVAMERICAN CENTY ETF TR1,545,016$192M4.7%
DFUVDIMENSIONAL ETF TRUST3,242,114$178M4.4%
LRGFISHARES TR2,091,989$159M3.9%
DFICDIMENSIONAL ETF TRUST3,901,958$145M3.6%
DFAXDIMENSIONAL ETF TRUST3,903,563$142M3.5%

Track Plancorp's 13F portfolio: $4.1B in reported holdings, 446 positions. Top holdings and quarterly changes on SentiSense.

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