Elser Financial Planning, Inc Dimensional ETF Tr Transaction History
Elser Financial Planning, Inc
- $1.67 Trillion
- Q4 2024
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 21,499 shares of DFIV stock, worth $828,141. This represents 0.05% of its overall portfolio holdings.
Number of Shares
21,499
Previous 7,789
176.02%
Holding current value
$828,141
Previous $297 Million
157.17%
% of portfolio
0.05%
Previous 0.43%
Shares
3 transactions
Others Institutions Holding DFIV
# of Institutions
616Shares Held
213MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc20.5MShares$788 Million0.24% of portfolio
-
Mercer Global Advisors Inc Denver, CO17.8MShares$685 Million1.56% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$430 Million4.47% of portfolio
-
Savant Capital, LLC8.28MShares$319 Million2.39% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA7.02MShares$270 Million0.17% of portfolio