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 13,981 shares of DFIV stock, worth $641,168. This represents 0.04% of its overall portfolio holdings.

Number of Shares

13,981

Previous 7,789 79.5%

Holding current value

$641,168

Previous $307 Million 94.55%

% of portfolio

0.04%

Previous 0.42%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 21, 2025	SELL	$34.67 - $43.21 $214,676 - $267,556	-6,192 Reduced 44.29%	7,789 $334 Million
Q2 2025 Jul 17, 2025	BUY	$34.67 - $43.21 $214,676 - $267,556	6,192 Added 79.5%	13,981 $596 Million
Q1 2025 Apr 21, 2025	SELL	$35.33 - $40.77 $484,374 - $558,956	-13,710 Reduced 63.77%	7,789 $307 Million
Q4 2024 Jan 28, 2025	BUY	$34.86 - $37.97 $477,930 - $520,568	13,710 Added 176.02%	21,499 $763 Million
Q3 2024 Oct 17, 2024	SELL	$34.66 - $38.38 $205,221 - $227,247	-5,921 Reduced 43.19%	7,789 $297 Million
Q2 2024 Jul 22, 2024	BUY	$35.5 - $38.02 $486,705 - $521,254	13,710 New	13,710 $493 Million

Others Institutions Holding DFIV

# of Institutions

751

Shares Held

264M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFIV
Sector ETFs
Industry ETFs

More about DFIV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Elser Financial Planning, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Elser Financial Planning, Inc with notifications on news.

Account

Elser Financial Planning, Inc Dimensional ETF Tr Transaction History