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 $64.9 Million. This represents 3.82% of its overall portfolio holdings.
Number of Shares
2,072,975Holding current value
$64.9 Million% of portfolio
3.82%Shares
3 transactions
Others Institutions Holding DFIC
# of Institutions
494Shares Held
292MCall Options Held
6.6KPut Options Held
3.9K-
Mercer Global Advisors Inc Denver, CO30.9MShares$967 Million2.0% of portfolio
-
Envestnet Asset Management Inc27.5MShares$862 Million0.26% of portfolio
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Forum Financial Management, LP Lombard, IL16.2MShares$508 Million8.53% of portfolio
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Evensky & Katz LLC6.15MShares$192 Million11.67% of portfolio
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High Tower Advisors, LLC Chicago, IL5.17MShares$162 Million0.2% of portfolio