Elser Financial Planning, Inc Dimensional ETF Tr U S Target Transaction History

Elser Financial Planning, Inc

$68.9 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 22, 2024	BUY	$50.18 - $54.47 $27.7 Million - $30.1 Million	552,038 New	552,038 $28.6 Billion

Others Institutions Holding DFAT

# of Institutions

652

Shares Held

156M

Call Options Held

0

Put Options Held

0

Creative Planning Overland Park, KS

14.1M
Shares

$775 Million
0.78% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

12.4M
Shares

$682 Million
7.18% of portfolio
Forum Financial Management, LP Lombard, IL

8.78M
Shares

$482 Million
9.32% of portfolio
Index Fund Advisors, Inc.

7.37M
Shares

$404 Million
22.37% of portfolio
Savant Capital, LLC

4.85M
Shares

$266 Million
2.47% of portfolio

About DIMENSIONAL ETF TR U S TARGET

Ticker DFAT
Sector ETFs
Industry ETFs

More about DFAT

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