Elser Financial Planning, Inc Dimensional ETF Tr Core Fxd In Call Options Transaction History
Elser Financial Planning, Inc
- $1.67 Trillion
- Q4 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding DFCF
# of Institutions
402Shares Held
3.55BCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH11.6MShares$486 Million3.2% of portfolio
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Truepoint, Inc.11.1MShares$468 Million12.57% of portfolio
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Beaird Harris Wealth Management, LLC Dallas, TX2.97MShares$125 Million11.32% of portfolio
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Wp Wealth LLP Fort Worth, TX2.77MShares$117 Million23.4% of portfolio
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Resources Investment Advisors, Llc. Overland Park, KS2.63MShares$111 Million1.32% of portfolio