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 7,789 shares of DFIV stock, worth $272,225. This represents 0.43% of its overall portfolio holdings.

Number of Shares
7,789
Previous 13,710 43.19%
Holding current value
$272,225
Previous $493 Million 39.8%
% of portfolio
0.43%
Previous 0.08%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About DIMENSIONAL ETF TR


  • Ticker DFIV
  • Sector ETFs
  • Industry ETFs
More about DFIV
Track This Portfolio

Track Elser Financial Planning, Inc Portfolio

Follow Elser Financial Planning, Inc and customize your updates to receive the information that matters most to you.

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.