Elser Financial Planning, Inc Dimensional ETF Tr Us Marketwi Transaction History
Elser Financial Planning, Inc
- $83 Billion
- Q3 2025
A detailed history of Elser Financial Planning, Inc transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Elser Financial Planning, Inc holds 7,327 shares of DFUV stock, worth $330,008. This represents 0.39% of its overall portfolio holdings.
Number of Shares
7,327
Previous 7,327
-0.0%
Holding current value
$330,008
Previous $310 Million
5.7%
% of portfolio
0.39%
Previous 0.39%
Shares
6 transactions
Others Institutions Holding DFUV
# of Institutions
769Shares Held
246MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO38.1MShares$1.72 Billion2.9% of portfolio
-
Savant Capital, LLC16.4MShares$737 Million4.1% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$650 Million6.31% of portfolio
-
Balasa Dinverno & Foltz LLC Itasca, IL7.64MShares$344 Million14.27% of portfolio
-
Ci Private Wealth, LLC Miami, FL6.59MShares$297 Million0.47% of portfolio