Elser Financial Planning, Inc Dimensional ETF Tr U S Equity Transaction History
Elser Financial Planning, Inc
- $68.9 Billion
- Q3 2024
A detailed history of Elser Financial Planning, Inc transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Elser Financial Planning, Inc holds 42,766 shares of DFUS stock, worth $2.77 Million. This represents 3.86% of its overall portfolio holdings.
Number of Shares
42,766
Previous 969,770
95.59%
Holding current value
$2.77 Million
Previous $57.1 Billion
95.34%
% of portfolio
3.86%
Previous 9.53%
Shares
2 transactions
Others Institutions Holding DFUS
# of Institutions
643Shares Held
133MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ8.75MShares$567 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$515 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.86MShares$379 Million19.88% of portfolio
-
Plancorp, LLC4.96MShares$321 Million12.66% of portfolio
-
Envestnet Asset Management Inc4.12MShares$267 Million0.08% of portfolio