Elser Financial Planning, Inc Dimensional ETF Tr Us Marketwi Transaction History
Elser Financial Planning, Inc
- $599 Billion
- Q2 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 952,203 shares of DFUV stock, worth $38.7 Million. This represents 6.25% of its overall portfolio holdings.
Number of Shares
952,203Holding current value
$38.7 Million% of portfolio
6.25%Shares
1 transactions
Others Institutions Holding DFUV
# of Institutions
617Shares Held
255MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO29MShares$1.18 Billion2.88% of portfolio
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Envestnet Asset Management Inc27.1MShares$1.1 Billion0.38% of portfolio
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Savant Capital, LLC18.4MShares$746 Million7.09% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$586 Million6.31% of portfolio
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Ci Private Wealth, LLC Miami, FL10.9MShares$445 Million0.76% of portfolio