Elser Financial Planning, Inc Dimensional ETF Tr U S Target Transaction History
Elser Financial Planning, Inc
- $1.67 Trillion
- Q4 2024
A detailed history of Elser Financial Planning, Inc transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Elser Financial Planning, Inc holds 706,144 shares of DFAT stock, worth $40.7 Million. This represents 2.35% of its overall portfolio holdings.
Number of Shares
706,144Holding current value
$40.7 Million% of portfolio
2.35%Shares
2 transactions
Others Institutions Holding DFAT
# of Institutions
681Shares Held
159MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$815 Million0.78% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$716 Million7.18% of portfolio
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Forum Financial Management, LP Lombard, IL8.78MShares$506 Million9.32% of portfolio
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Index Fund Advisors, Inc.7.2MShares$415 Million22.29% of portfolio
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Savant Capital, LLC5.13MShares$296 Million2.33% of portfolio