DOSSIER · 13F-HR · Q2 2026

Plancorp, LLC

$4.1B in tracked AUM across 425 positions as of Q2 2026.

PL
CIK 0001599579 · last filed Jun 30, 2026
Total AUM
$4.1B
as of Q2 2026
Holdings
425
positions
Whale Score
67
67
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Plancorp, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
VTI
VANGUARD INDEX FDS
$442M1.2M10.8%
02
DFAL
DIMENSIONAL ETF TRUST
$366M7.3M8.9%
03
DFUS
DIMENSIONAL ETF TRUST
$363M4.4M8.8%
04
DFAC
DIMENSIONAL ETF TRUST
$350M7.9M8.5%
05
DFIV
DIMENSIONAL ETF TRUST
$208M3.8M5.1%
06
AVUV
AMERICAN CENTY ETF TR
$192M1.5M4.7%
07
DFUV
DIMENSIONAL ETF TRUST
$178M3.2M4.4%
08
LRGF
ISHARES TR
$159M2.1M3.9%
09
DFIC
DIMENSIONAL ETF TRUST
$145M3.9M3.6%
10
DFAX
DIMENSIONAL ETF TRUST
$142M3.9M3.5%

Filing history

2026Q2Jun 30
$4.1B 16.5%
425 positionsView →
2026Q1Mar 31
$3.5B 6.3%
378 positionsView →
2025Q4Dec 31
$3.3B 3.8%
365 positionsView →
2025Q3Sep 30
$3.2B 10.4%
379 positionsView →
2025Q2Jun 30
$2.9B 14.4%
375 positionsLocked
2025Q1Mar 31
$2.5B 3.6%
361 positionsLocked
2024Q4Dec 31
$2.4B 0.6%
319 positionsLocked
2024Q3Sep 30
$2.5B 6.2%
315 positionsLocked
2024Q2Jun 30
$2.3B 0.2%
293 positionsLocked
2024Q1Mar 31
$2.3B 10.4%
295 positionsLocked
2023Q4Dec 31
$2.1B 11.7%
278 positionsLocked
2023Q3Sep 30
$1.9B 0.8%
258 positionsLocked
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