Elser Financial Planning, Inc Dimensional ETF Tr Us Marketwi Transaction History
Elser Financial Planning, Inc
- $1.67 Trillion
- Q4 2024
A detailed history of Elser Financial Planning, Inc transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Elser Financial Planning, Inc holds 985,539 shares of DFUV stock, worth $42.3 Million. This represents 2.41% of its overall portfolio holdings.
Number of Shares
985,539
Previous 7,327
13350.78%
Holding current value
$42.3 Million
Previous $305 Million
13103.16%
% of portfolio
2.41%
Previous 0.44%
Shares
3 transactions
Others Institutions Holding DFUV
# of Institutions
696Shares Held
277MCall Options Held
300Put Options Held
0-
Envestnet Asset Management Inc33.9MShares$1.45 Billion0.46% of portfolio
-
Mercer Global Advisors Inc Denver, CO31.5MShares$1.35 Billion3.18% of portfolio
-
Savant Capital, LLC18MShares$771 Million5.98% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$619 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.7MShares$461 Million0.67% of portfolio