Elser Financial Planning, Inc Dimensional ETF Tr Core Fxd In Transaction History
Elser Financial Planning, Inc
- $1.67 Trillion
- Q2 2025
A detailed history of Elser Financial Planning, Inc transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Elser Financial Planning, Inc holds 3,664,051 shares of DFCF stock, worth $158 Million. This represents 9.18% of its overall portfolio holdings.
Number of Shares
3,664,051
Previous 30,469
11925.5%
Holding current value
$158 Million
Previous $1.28 Billion
11851.0%
% of portfolio
9.18%
Previous 1.77%
Shares
6 transactions
Others Institutions Holding DFCF
# of Institutions
424Shares Held
119MCall Options Held
0Put Options Held
0-
Truepoint, Inc.11.5MShares$495 Million12.43% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX3.04MShares$131 Million10.8% of portfolio
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True Link Financial Advisors, LLC2.82MShares$121 Million8.26% of portfolio
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Factory Mutual Insurance CO Waltham, MA2.79MShares$120 Million1.31% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.71MShares$117 Million1.37% of portfolio