Elser Financial Planning, Inc Dimensional ETF Tr Transaction History
Elser Financial Planning, Inc
- $68.9 Billion
- Q3 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 22,303 shares of DFAX stock, worth $588,799. This represents 0.87% of its overall portfolio holdings.
Number of Shares
22,303
Previous 550,849
95.95%
Holding current value
$588,799
Previous $14 Billion
95.7%
% of portfolio
0.87%
Previous 2.34%
Shares
2 transactions
Others Institutions Holding DFAX
# of Institutions
506Shares Held
224MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$297 Million3.18% of portfolio
-
Envestnet Asset Management Inc9.09MShares$240 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.38MShares$195 Million0.1% of portfolio
-
Geometric Wealth Advisors7.2MShares$190 Million37.5% of portfolio
-
Commonwealth Equity Services, LLC5.7MShares$151 Million0.23% of portfolio