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Aryn Sands

Plancorp, Llc

Assets Managed
$3.516B
Holdings
378
Last Quarter
2026 - Q1
Filed Date
1mo 12d ago
Growth Rate
6.31%(2Q avg: 5.04%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Plancorp, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 378 positions.

Assets under management

The assets under management (AUM) of Plancorp, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 3.516B in assets, with a quarterly growth rate of 6.31% and a 2-quarter average growth rate of 5.04%. The portfolio is managed by Aryn Sands, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
DFAC
Dimensional Us Core Equity 2
Recent Activity
Decreased -0.88%
11.91%
$418.505M
10.336M shares@ $40.49 avg price
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Increased 8.77%
10.67%
$375.175M
1.12M shares@ $335.05 avg price
DFUS
Dimensional Us Eq Mkt Etf
Recent Activity
Decreased -1.03%
9.39%
$330.144M
4.458M shares@ $74.06 avg price
DFUV
Dimensional Us Marketwide Va
Recent Activity
Decreased -2.82%
7.9%
$277.614M
5.559M shares@ $49.94 avg price
DFIV
Dimensional International Va
Recent Activity
Increased 2.61%
5.75%
$201.973M
3.664M shares@ $55.12 avg price
AVUV
Avantis Us Small Cap Value
Recent Activity
Increased 8.03%
4.8%
$168.576M
1.469M shares@ $114.73 avg price
DFAX
Dimensional World Ex Us Core
Recent Activity
Decreased -1.34%
4.03%
$141.599M
3.942M shares@ $35.93 avg price
LRGF
Ishares Us Equity Factor Etf
Recent Activity
Increased 6.19%
3.87%
$135.912M
1.98M shares@ $68.63 avg price
DFIC
Dimensional International Co
Recent Activity
Increased 13.11%
3.72%
$130.682M
3.499M shares@ $37.35 avg price
DFAS
Dimensional Us Small Cap Etf
Recent Activity
Decreased -2.77%
2.68%
$94.178M
1.27M shares@ $74.14 avg price

1-10 of 378