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 524,030 shares of DFAX stock, worth $16 Million. This represents 0.92% of its overall portfolio holdings.
Number of Shares
524,030
Previous 22,303
2249.59%
Holding current value
$16 Million
Previous $584 Million
2531.18%
% of portfolio
0.92%
Previous 0.81%
Shares
6 transactions
Others Institutions Holding DFAX
# of Institutions
652Shares Held
254MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$343 Million3.18% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.02MShares$245 Million0.08% of portfolio
-
Envestnet Asset Management Inc7.62MShares$233 Million0.07% of portfolio
-
Geometric Wealth Advisors7MShares$214 Million33.48% of portfolio
-
Allworth Financial LP6.28MShares$192 Million0.92% of portfolio