Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Plancorp, LLC (CIK 1599579) reported $3.52B across 376 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: DFAC ($418.5M, 11.90%), VTI ($375.2M, 10.67%), DFUS ($330.1M, 9.39%), DFUV ($277.6M, 7.90%), DFIV ($202.0M, 5.74%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | $418.5M | 11.90% | 10.3M | Trimmed |
| 2 | VTI | VANGUARD INDEX FDS | $375.2M | 10.67% | 1.1M | Added |
| 3 | DFUS | DIMENSIONAL ETF TRUST | $330.1M | 9.39% | 4.5M | Trimmed |
| 4 | DFUV | DIMENSIONAL ETF TRUST | $277.6M | 7.90% | 5.6M | Trimmed |
| 5 | DFIV | DIMENSIONAL ETF TRUST | $202.0M | 5.74% | 3.7M | Added |
| 6 | AVUV | AMERICAN CENTY ETF TR | $168.6M | 4.79% | 1.5M | Added |
| 7 | DFAX | DIMENSIONAL ETF TRUST | $141.6M | 4.03% | 3.9M | Trimmed |
| 8 | LRGF | ISHARES TR | $135.9M | 3.87% | 2.0M | Added |
| 9 | DFIC | DIMENSIONAL ETF TRUST | $130.7M | 3.72% | 3.5M | Added |
| 10 | DFAS | DIMENSIONAL ETF TRUST | $94.2M | 2.68% | 1.3M | Trimmed |
| 11 | DFAT | DIMENSIONAL ETF TRUST | $90.1M | 2.56% | 1.4M | Trimmed |
| 12 | AVDE | AMERICAN CENTY ETF TR | $77.3M | 2.20% | 864,565 | Trimmed |
| 13 | AVUS | AMERICAN CENTY ETF TR | $61.3M | 1.74% | 527,925 | Added |
| 14 | VOO | VANGUARD INDEX FDS | $41.9M | 1.19% | 67,055 | Added |
| 15 | DFEM | DIMENSIONAL ETF TRUST | $40.5M | 1.15% | 1.1M | Added |
| 16 | EMR | EMERSON ELEC CO | $39.1M | 1.11% | 271,981 | Trimmed |
| 17 | DFAU | DIMENSIONAL ETF TRUST | $37.3M | 1.06% | 793,409 | Added |
| 18 | BOXA | EA SERIES TRUST | $37.2M | 1.06% | 681,498 | Trimmed |
| 19 | SCZ | ISHARES TR | $34.3M | 0.98% | 414,374 | Trimmed |
| 20 | AAPL | APPLE INC | $30.8M | 0.88% | 118,161 | Added |
| 21 | VEA | VANGUARD TAX-MANAGED FDS | $25.0M | 0.71% | 368,467 | Added |
| 22 | DFAI | DIMENSIONAL ETF TRUST | $24.6M | 0.70% | 601,944 | Added |
| 23 | ITOT | ISHARES TR | $24.0M | 0.68% | 161,483 | Added |
| 24 | EFV | ISHARES TR | $19.5M | 0.55% | 250,953 | Trimmed |
| 25 | AVDV | AMERICAN CENTY ETF TR | $18.6M | 0.53% | 176,058 | Added |
Source: SEC Form 13F filings · as of 2026-03-31