Plancorp, LLC DFUV holdings history
DIMENSIONAL US MARKETWIDE VA · CUSIP 25434V724 · CIK 1599579
As of 2026-06-30, Plancorp, LLC reported 3.24M DFUV (shares), valued at $178.38M, or 4.35% of its reported non-derivative portfolio. Filed 2026-07-14.
Verify history & sources →Shares decreased 41.68%; reported value decreased 35.75%, and weight changed -3.55 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 4.35% | 3,242,114 | SEC filing ↗Filed Jul 14, 2026 |
| Q1 2026 | 7.90% | 5,558,959 | SEC filing ↗Filed Apr 14, 2026 |
| Q4 2025 | 8.06% | 5,720,442 | SEC filing ↗Filed Feb 5, 2026 |
| Q3 2025 | 8.18% | 5,836,699 | SEC filing ↗Filed Oct 15, 2025 |
| Q2 2025 | 8.80% | 6,006,250 | SEC filing ↗Filed Jul 16, 2025 |
| Q1 2025 | 10.34% | 6,328,398 | SEC filing ↗Filed May 15, 2025 |
| Q4 2024 | 10.71% | 6,373,697 | SEC filing ↗Filed Feb 11, 2025 |
| Q3 2024 | 11.03% | 6,484,092 | SEC filing ↗Filed Nov 12, 2024 |
| Q2 2024 | 11.19% | 6,572,566 | SEC filing ↗Filed Aug 9, 2024 |
| Q1 2024 | 11.81% | 6,651,940 | SEC filing ↗Filed May 15, 2024 |
| Q4 2023 | 12.10% | 6,782,673 | SEC filing ↗Filed Feb 9, 2024 |
| Q3 2023 | 12.40% | 6,811,511 | SEC filing ↗Filed Nov 8, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 12.40% | 6,811,511 | $231.73M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Nov 8, 2023 |
| Q4 2023 | 12.10% | 6,782,673 | $252.45M | Shares decreased 0.42%; reported value increased 8.94%, and weight changed -0.30 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 9, 2024 |
| Q1 2024 | 11.81% | 6,651,940 | $272.06M | Shares decreased 1.93%; reported value increased 7.77%, and weight changed -0.29 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 15, 2024 |
| Q2 2024 | 11.19% | 6,572,566 | $258.10M | Shares decreased 1.19%; reported value decreased 5.13%, and weight changed -0.62 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 9, 2024 |
| Q3 2024 | 11.03% | 6,484,092 | $270.32M | Shares decreased 1.35%; reported value increased 4.73%, and weight changed -0.16 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 12, 2024 |
| Q4 2024 | 10.71% | 6,373,697 | $260.81M | Shares decreased 1.70%; reported value decreased 3.52%, and weight changed -0.32 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 11, 2025 |
| Q1 2025 | 10.34% | 6,328,398 | $260.79M | Shares decreased 0.71%; reported value decreased 0.01%, and weight changed -0.37 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 15, 2025 |
| Q2 2025 | 8.80% | 6,006,250 | $253.94M | Shares decreased 5.09%; reported value decreased 2.63%, and weight changed -1.54 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 16, 2025 |
| Q3 2025 | 8.18% | 5,836,699 | $260.84M | Shares decreased 2.82%; reported value increased 2.72%, and weight changed -0.62 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 15, 2025 |
| Q4 2025 | 8.06% | 5,720,442 | $266.52M | Shares decreased 1.99%; reported value increased 2.17%, and weight changed -0.12 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 5, 2026 |
| Q1 2026 | 7.90% | 5,558,959 | $277.61M | Shares decreased 2.82%; reported value increased 4.16%, and weight changed -0.16 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 14, 2026 |
| Q2 2026 | 4.35% | 3,242,114 | $178.38M | Shares decreased 41.68%; reported value decreased 35.75%, and weight changed -3.55 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 14, 2026 |
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