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Disclosery

Plancorp, LLC: DFAI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Plancorp, LLC on DFAI, newest first. How the timeline and the estimate are built.

Plancorp, LLC held 768,347 DFAI shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 768,347 shares
    Change vs previous 13F +166,403 shares

    0.77% of the 13F portfolio, value $31,686,621.

    13F-HR 0001754960-26-000517 filed by Plancorp, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 601,944 shares
    Change vs previous 13F +651 shares

    0.7% of the 13F portfolio, value $24,649,605.

    13F-HR 0001754960-26-000252 filed by Plancorp, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 601,293 shares
    Change vs previous 13F +1,787 shares

    0.69% of the 13F portfolio, value $22,915,271.

    13F-HR 0001754960-26-000156 filed by Plancorp, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 599,506 shares
    Change vs previous 13F +1,109 shares

    0.68% of the 13F portfolio, value $21,792,030.

    13F-HR 0001754960-25-000672 filed by Plancorp, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 598,397 shares
    Change vs previous 13F +101,247 shares

    0.72% of the 13F portfolio, value $20,686,571.

    13F-HR 0001754960-25-000402 filed by Plancorp, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 497,150 shares
    Change vs previous 13F +816 shares

    0.62% of the 13F portfolio, value $15,525,994.

    13F-HR 0001879202-25-000022 filed by Plancorp, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 496,334 shares
    Change vs previous 13F +103,116 shares

    0.6% of the 13F portfolio, value $14,492,945.

    13F-HR 0001879202-25-000003 filed by Plancorp, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 393,218 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $12,496,466.

    13F-HR 0001879202-24-000057 filed by Plancorp, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).