Elser Financial Planning, Inc Dimensional ETF Tr Short Durat Transaction History
Elser Financial Planning, Inc
- $1.67 Trillion
- Q2 2025
A detailed history of Elser Financial Planning, Inc transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Elser Financial Planning, Inc holds 744,424 shares of DFSD stock, worth $35.7 Million. This represents 2.14% of its overall portfolio holdings.
Number of Shares
744,424Holding current value
$35.7 Million% of portfolio
2.14%Shares
2 transactions
Others Institutions Holding DFSD
# of Institutions
359Shares Held
70.9MCall Options Held
0Put Options Held
0-
Buckingham Strategic Partners Saint Louis, MO3.48MShares$167 Million2.69% of portfolio
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Apella Capital, LLC3.4MShares$163 Million4.64% of portfolio
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Savant Capital, LLC3.03MShares$145 Million1.09% of portfolio
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Resources Investment Advisors, Llc. Overland Park, KS2.92MShares$140 Million1.73% of portfolio
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Beaird Harris Wealth Management, LLC Dallas, TX2.64MShares$126 Million11.4% of portfolio