Elser Financial Planning, Inc Dimensional ETF Tr Us Marketwi Transaction History
Elser Financial Planning, Inc
- $1.67 Trillion
- Q4 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 985,539 shares of DFUV stock, worth $42.3 Million. This represents 2.41% of its overall portfolio holdings.
Number of Shares
985,539
Previous 7,327
13350.78%
Holding current value
$42.3 Million
Previous $305 Million
13103.16%
% of portfolio
2.41%
Previous 0.44%
Shares
3 transactions
Others Institutions Holding DFUV
# of Institutions
667Shares Held
271MCall Options Held
300Put Options Held
0-
Mercer Global Advisors Inc Denver, CO35.3MShares$1.52 Billion3.22% of portfolio
-
Envestnet Asset Management Inc33MShares$1.42 Billion0.46% of portfolio
-
Savant Capital, LLC18MShares$771 Million5.98% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$620 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.9MShares$467 Million0.65% of portfolio