13F Insight
DOSSIER · 13F-HR · Q1 2026

Plancorp, LLC

$3.5B in tracked AUM across 378 positions as of Q1 2026.

PL
CIK 0001599579 · last filed Mar 31, 2026
Total AUM
$3.5B
as of Q1 2026
Holdings
378
—
positions
Whale Score
64
64
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Plancorp, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
DFAC
DIMENSIONAL ETF TRUST
$419M10.3M11.9%02
VTI
VANGUARD INDEX FDS
$375M1.1M10.7%03
DFUS
DIMENSIONAL ETF TRUST
$330M4.5M9.4%04
DFUV
DIMENSIONAL ETF TRUST
$278M5.6M7.9%05
DFIV
DIMENSIONAL ETF TRUST
$202M3.7M5.7%06
AVUV
AMERICAN CENTY ETF TR
$169M1.5M4.8%07
DFAX
DIMENSIONAL ETF TRUST
$142M3.9M4.0%08
LRGF
ISHARES TR
$136M2.0M3.9%09
DFIC
DIMENSIONAL ETF TRUST
$131M3.5M3.7%10
DFAS
DIMENSIONAL ETF TRUST
$94M1.3M2.7%

Filing history

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 positionsLocked2025Q1Mar 31
$2.5B▲ 3.6%
361 positionsLocked2024Q4Dec 31
$2.4B▼ 0.6%
319 positionsLocked2024Q3Sep 30
$2.5B▲ 6.2%
315 positionsLocked2024Q2Jun 30
$2.3B▲ 0.2%
293 positionsLocked2024Q1Mar 31
$2.3B▲ 10.4%
295 positionsLocked2023Q4Dec 31
$2.1B▲ 11.7%
278 positionsLocked2023Q3Sep 30
$1.9B▲ 0.8%
258 positionsLocked2023Q2Jun 30
$1.9B▲ 4.2%
242 positionsLocked
Showing 12 of 47