Elser Financial Planning, Inc Dimensional ETF Tr Transaction History
Elser Financial Planning, Inc
- $1.67 Trillion
- Q4 2024
A detailed history of Elser Financial Planning, Inc transactions in Dimensional ETF Tr stock. As of the latest transaction made, Elser Financial Planning, Inc holds 559,163 shares of DFAX stock, worth $14.3 Million. This represents 0.83% of its overall portfolio holdings.
Number of Shares
559,163
Previous 22,303
2407.12%
Holding current value
$14.3 Million
Previous $602 Million
2207.55%
% of portfolio
0.83%
Previous 0.87%
Shares
3 transactions
Others Institutions Holding DFAX
# of Institutions
527Shares Held
230MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$287 Million3.18% of portfolio
-
Envestnet Asset Management Inc9.09MShares$232 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.49MShares$191 Million0.09% of portfolio
-
Geometric Wealth Advisors7.2MShares$184 Million37.5% of portfolio
-
Commonwealth Equity Services, LLC5.7MShares$146 Million0.23% of portfolio