Elser Financial Planning, Inc Dimensional ETF Tr Transaction History
Elser Financial Planning, Inc
- $1.67 Trillion
- Q2 2025
A detailed history of Elser Financial Planning, Inc transactions in Dimensional ETF Tr stock. As of the latest transaction made, Elser Financial Planning, Inc holds 2,020,856 shares of DFAU stock, worth $92.3 Million. This represents 5.17% of its overall portfolio holdings.
Number of Shares
2,020,856Holding current value
$92.3 Million% of portfolio
5.17%Shares
3 transactions
Others Institutions Holding DFAU
# of Institutions
533Shares Held
140MCall Options Held
58.3KPut Options Held
0-
Rvw Wealth, LLC4.33MShares$198 Million17.14% of portfolio
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Parsec Financial Management, Inc.4.15MShares$190 Million5.04% of portfolio
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Allworth Financial LP3.81MShares$174 Million0.8% of portfolio
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Resources Investment Advisors, Llc. Overland Park, KS3.77MShares$172 Million1.91% of portfolio
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Modera Wealth Management, LLC3.47MShares$158 Million1.86% of portfolio