Elser Financial Planning, Inc Dimensional ETF Tr Core Fxd In Transaction History
Elser Financial Planning, Inc
- $68.9 Billion
- Q3 2024
A detailed history of Elser Financial Planning, Inc transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Elser Financial Planning, Inc holds 29,769 shares of DFCF stock, worth $1.23 Million. This represents 1.87% of its overall portfolio holdings.
Number of Shares
29,769
Previous 3,104,999
99.04%
Holding current value
$1.23 Million
Previous $129 Billion
99.0%
% of portfolio
1.87%
Previous 21.55%
Shares
2 transactions
Others Institutions Holding DFCF
# of Institutions
331Shares Held
88.3MCall Options Held
0Put Options Held
0-
Truepoint, Inc.10.5MShares$433 Million12.4% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.9MShares$120 Million11.58% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.66MShares$110 Million23.84% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.43MShares$100 Million1.24% of portfolio
-
Great Waters Wealth Management Minneapolis, MN2.08MShares$86 Million12.12% of portfolio