Elser Financial Planning, Inc Dimensional ETF Tr Transaction History
Elser Financial Planning, Inc
- $72.2 Billion
- Q1 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 7,789 shares of DFIV stock, worth $329,318. This represents 0.42% of its overall portfolio holdings.
Number of Shares
7,789
Previous 21,499
63.77%
Holding current value
$329,318
Previous $763 Million
59.81%
% of portfolio
0.42%
Previous 0.05%
Shares
4 transactions
Others Institutions Holding DFIV
# of Institutions
687Shares Held
226MCall Options Held
1.8KPut Options Held
200-
Envestnet Asset Management Inc20MShares$847 Million0.26% of portfolio
-
Mercer Global Advisors Inc Denver, CO19.1MShares$808 Million1.75% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$472 Million4.47% of portfolio
-
Savant Capital, LLC8.49MShares$359 Million2.53% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA7.29MShares$308 Million0.15% of portfolio