Elser Financial Planning, Inc Dimensional ETF Tr Us Marketwi Transaction History
Elser Financial Planning, Inc
- $68.9 Billion
- Q3 2024
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 7,327 shares of DFUV stock, worth $308,320. This represents 0.44% of its overall portfolio holdings.
Number of Shares
7,327
Previous 952,203
99.23%
Holding current value
$308,320
Previous $37.4 Billion
99.18%
% of portfolio
0.44%
Previous 6.25%
Shares
2 transactions
Others Institutions Holding DFUV
# of Institutions
625Shares Held
254MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO29MShares$1.22 Billion2.88% of portfolio
-
Envestnet Asset Management Inc27.1MShares$1.14 Billion0.38% of portfolio
-
Savant Capital, LLC18.4MShares$772 Million7.09% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$607 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.9MShares$461 Million0.76% of portfolio