Elser Financial Planning, Inc Dimensional ETF Tr Dimensional Transaction History
Elser Financial Planning, Inc
- $1.67 Trillion
- Q2 2025
A detailed history of Elser Financial Planning, Inc transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Elser Financial Planning, Inc holds 2,072,975 shares of DFIC stock, worth $66.6 Million. This represents 3.82% of its overall portfolio holdings.
Number of Shares
2,072,975Holding current value
$66.6 Million% of portfolio
3.82%Shares
3 transactions
Others Institutions Holding DFIC
# of Institutions
512Shares Held
294MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO31.7MShares$1.02 Billion2.04% of portfolio
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Envestnet Asset Management Inc28.8MShares$924 Million0.27% of portfolio
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Forum Financial Management, LP Lombard, IL16MShares$513 Million8.62% of portfolio
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Evensky & Katz LLC6.15MShares$197 Million11.67% of portfolio
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High Tower Advisors, LLC Chicago, IL5.09MShares$163 Million0.21% of portfolio