Elser Financial Planning, Inc Dimensional ETF Tr Dimensional Transaction History

Elser Financial Planning, Inc

$68.9 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 22, 2024	BUY	$25.73 - $27.44 $46 Million - $49.1 Million	1,787,696 New	1,787,696 $47 Billion

Others Institutions Holding DFIC

# of Institutions

348

Shares Held

225M

Call Options Held

900

Put Options Held

0

Envestnet Asset Management Inc

23.8M
Shares

$637 Million
0.22% of portfolio
Mercer Global Advisors Inc Denver, CO

23.3M
Shares

$625 Million
1.55% of portfolio
Forum Financial Management, LP Lombard, IL

15.8M
Shares

$422 Million
8.47% of portfolio
Evensky & Katz LLC

5.9M
Shares

$158 Million
10.81% of portfolio
Rw Investment Management LLC Eagle, ID

4.71M
Shares

$126 Million
16.75% of portfolio

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFIC
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