Plancorp
$3.5B Assets Reported
396 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| DFAC | DIMENSIONAL ETF TRUST | 10,336,005 | $419M | 11.9% |
| VTI | VANGUARD INDEX FDS | 1,119,760 | $375M | 10.7% |
| DFUS | DIMENSIONAL ETF TRUST | 4,457,788 | $330M | 9.4% |
| DFUV | DIMENSIONAL ETF TRUST | 5,558,959 | $278M | 7.9% |
| DFIV | DIMENSIONAL ETF TRUST | 3,664,235 | $202M | 5.7% |
| AVUV | AMERICAN CENTY ETF TR | 1,469,326 | $169M | 4.8% |
| DFAX | DIMENSIONAL ETF TRUST | 3,942,065 | $142M | 4.0% |
| LRGF | ISHARES TR | 1,980,357 | $136M | 3.9% |
| DFIC | DIMENSIONAL ETF TRUST | 3,498,838 | $131M | 3.7% |
| DFAS | DIMENSIONAL ETF TRUST | 1,270,271 | $94M | 2.7% |
Track Plancorp's 13F portfolio: $3.5B in reported holdings, 396 positions. Top holdings, AUM, and quarterly changes on SentiSense.