Elser Financial Planning, Inc Dimensional ETF Tr Transaction History
Elser Financial Planning, Inc
- $599 Billion
- Q2 2024
A detailed history of Elser Financial Planning, Inc transactions in Dimensional ETF Tr stock. As of the latest transaction made, Elser Financial Planning, Inc holds 1,671,168 shares of DFAU stock, worth $64.8 Million. This represents 10.47% of its overall portfolio holdings.
Number of Shares
1,671,168Holding current value
$64.8 Million% of portfolio
10.47%Shares
1 transactions
Others Institutions Holding DFAU
# of Institutions
399Shares Held
105MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC4.38MShares$170 Million2.04% of portfolio
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Parsec Financial Management, Inc.4.15MShares$161 Million5.04% of portfolio
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Modera Wealth Management, LLC4.01MShares$156 Million2.23% of portfolio
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Aquire Wealth Advisors, LLC3.37MShares$131 Million42.46% of portfolio
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Blankinship & Foster, LLC Solana Beach, CA2.77MShares$107 Million26.74% of portfolio