Elser Financial Planning, Inc Dimensional ETF Tr Transaction History
Elser Financial Planning, Inc
- $1.67 Trillion
- Q2 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 2,020,856 shares of DFAU stock, worth $87.3 Million. This represents 5.17% of its overall portfolio holdings.
Number of Shares
2,020,856Holding current value
$87.3 Million% of portfolio
5.17%Shares
3 transactions
Others Institutions Holding DFAU
# of Institutions
513Shares Held
139MCall Options Held
30.6KPut Options Held
700-
Sequoia Financial Advisors, LLC5.63MShares$243 Million1.87% of portfolio
-
Rvw Wealth, LLC4.33MShares$187 Million17.14% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$179 Million5.04% of portfolio
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Resources Investment Advisors, Llc. Overland Park, KS3.53MShares$153 Million1.69% of portfolio
-
Modera Wealth Management, LLC3.52MShares$152 Million1.87% of portfolio