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 $41.1 Million. This represents 2.42% of its overall portfolio holdings.
Number of Shares
955,604
Previous 7,327
12942.23%
Holding current value
$41.1 Million
Previous $302 Million
13287.98%
% of portfolio
2.42%
Previous 0.42%
Shares
6 transactions
Others Institutions Holding DFUV
# of Institutions
738Shares Held
277MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO34.2MShares$1.47 Billion3.28% of portfolio
-
Envestnet Asset Management Inc30.5MShares$1.31 Billion0.42% of portfolio
-
Savant Capital, LLC17.3MShares$744 Million5.4% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$620 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.5MShares$453 Million0.73% of portfolio