Elser Financial Planning, Inc Dimensional ETF Tr Short Durat Transaction History
Elser Financial Planning, Inc
- $1.67 Trillion
- Q2 2025
A detailed history of Elser Financial Planning, Inc transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Elser Financial Planning, Inc holds 744,424 shares of DFSD stock, worth $35.9 Million. This represents 2.14% of its overall portfolio holdings.
Number of Shares
744,424Holding current value
$35.9 Million% of portfolio
2.14%Shares
2 transactions
Others Institutions Holding DFSD
# of Institutions
358Shares Held
74.2MCall Options Held
0Put Options Held
0-
Buckingham Strategic Partners Saint Louis, MO3.9MShares$188 Million2.67% of portfolio
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Savant Capital, LLC3.66MShares$176 Million1.15% of portfolio
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Apella Capital, LLC3.4MShares$164 Million4.64% of portfolio
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Resources Investment Advisors, Llc. Overland Park, KS2.92MShares$141 Million1.73% of portfolio
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Beaird Harris Wealth Management, LLC Dallas, TX2.64MShares$127 Million11.4% of portfolio