Elser Financial Planning, Inc Dimensional ETF Tr U S Target Transaction History
Elser Financial Planning, Inc
- $599 Billion
- Q2 2024
A detailed history of Elser Financial Planning, Inc transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Elser Financial Planning, Inc holds 552,038 shares of DFAT stock, worth $29.9 Million. This represents 4.78% of its overall portfolio holdings.
Number of Shares
552,038Holding current value
$29.9 Million% of portfolio
4.78%Shares
1 transactions
Others Institutions Holding DFAT
# of Institutions
648Shares Held
156MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.3MShares$771 Million0.79% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$673 Million7.18% of portfolio
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Forum Financial Management, LP Lombard, IL8.63MShares$467 Million9.23% of portfolio
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Index Fund Advisors, Inc.7.51MShares$406 Million22.58% of portfolio
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Savant Capital, LLC4.85MShares$262 Million2.47% of portfolio