Elser Financial Planning, Inc Dimensional ETF Tr Us Marketwi Transaction History
Elser Financial Planning, Inc
- $1.67 Trillion
- Q2 2025
A detailed history of Elser Financial Planning, Inc transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Elser Financial Planning, Inc holds 955,604 shares of DFUV stock, worth $41.5 Million. This represents 2.42% of its overall portfolio holdings.
Number of Shares
955,604
Previous 7,327
12942.23%
Holding current value
$41.5 Million
Previous $302 Million
13287.98%
% of portfolio
2.42%
Previous 0.42%
Shares
6 transactions
Others Institutions Holding DFUV
# of Institutions
740Shares Held
279MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO36.1MShares$1.57 Billion3.16% of portfolio
-
Envestnet Asset Management Inc31.8MShares$1.38 Billion0.41% of portfolio
-
Savant Capital, LLC16.7MShares$726 Million4.61% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$627 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.1MShares$441 Million0.56% of portfolio