Elser Financial Planning, Inc Dimensional ETF Tr Us Marketwi Transaction History
Elser Financial Planning, Inc
- $1.67 Trillion
- Q4 2024
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 985,539 shares of DFUV stock, worth $41.7 Million. This represents 2.41% of its overall portfolio holdings.
Number of Shares
985,539
Previous 7,327
13350.78%
Holding current value
$41.7 Million
Previous $305 Million
13103.16%
% of portfolio
2.41%
Previous 0.44%
Shares
3 transactions
Others Institutions Holding DFUV
# of Institutions
700Shares Held
275MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc33.9MShares$1.43 Billion0.46% of portfolio
-
Mercer Global Advisors Inc Denver, CO31.5MShares$1.33 Billion3.18% of portfolio
-
Savant Capital, LLC18MShares$760 Million5.98% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$610 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.7MShares$455 Million0.67% of portfolio