Plancorp, LLC
CIK: 0001599579SEC EDGAR →
Portfolio Value
$3.3B
Holdings
365
As of
Q4 2025
New Positions
16
Closed Positions
30
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 10,428,380 | $412.0M | 12.46% |
| 2 | VANGUARD INDEX FDS | 1,029,480 | $345.0M | 10.43% |
| 3 | DIMENSIONAL ETF TRUST | 4,504,583 | $334.0M | 10.10% |
| 4 | DIMENSIONAL ETF TRUST | 5,720,442 | $266.0M | 8.04% |
| 5 | DIMENSIONAL ETF TRUST | 3,571,120 | $178.0M | 5.38% |
| 6 | AMERICAN CENTY ETF TR | 1,360,184 | $138.0M | 4.17% |
| 7 | DIMENSIONAL ETF TRUST | 3,996,011 | $130.0M | 3.93% |
| 8 | ISHARES TR | 1,865,077 | $129.0M | 3.90% |
| 9 | DIMENSIONAL ETF TRUST | 3,093,543 | $106.0M | 3.21% |
| 10 | DIMENSIONAL ETF TRUST | 1,306,504 | $91.0M | 2.75% |
Quarterly Changes
Top Buys
New Positions (16)
Closed Positions (30)
$30.0M · 1.3M shares
$1.5M · 12K shares
$1.1M · 90K shares
$798K · 2K shares
$593K · 7K shares
$401K · 1K shares
$315K · 8K shares
$261K · 529 shares
$251K · 13K shares
$243K · 2K shares
$235K · 983 shares
$232K · 20K shares
$226K · 664 shares
$225K · 12K shares
$219K · 17K shares
$218K · 1K shares
$217K · 2K shares
$215K · 299 shares
$214K · 7K shares
$211K · 1K shares
$209K · 6K shares
$203K · 443 shares
$161K · 11K shares
$141K · 35K shares
$96K · 15K shares
$53K · 10K shares
$47K · 10K shares
$47K · 16K shares
$9K · 10K shares
$7K · 20K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 165 | $2.8B | 89.5% |
| Unknown | 18 | $74.0M | 2.3% |
| Technology | 45 | $70.0M | 2.2% |
| Industrials | 30 | $47.0M | 1.5% |
| Basic Materials | 13 | $44.0M | 1.4% |
| Healthcare | 29 | $26.0M | 0.8% |
| Communication Services | 9 | $24.0M | 0.8% |
| Consumer Cyclical | 21 | $17.0M | 0.5% |
| Consumer Defensive | 13 | $15.0M | 0.5% |
| Energy | 12 | $7.0M | 0.2% |
| Real Estate | 1 | $5.0M | 0.2% |
| Utilities | 9 | $3.0M | 0.1% |