Elser Financial Planning, Inc Dimensional ETF Tr Transaction History

Elser Financial Planning, Inc

  • $72.2 Billion
  • Q1 2025

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 7,789 shares of DFIV stock, worth $305,951. This represents 0.42% of its overall portfolio holdings.

Number of Shares
7,789
Previous 21,499 63.77%
Holding current value
$305,951
Previous $763 Million 59.81%
% of portfolio
0.42%
Previous 0.05%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 21, 2025
SELL
$35.33 - $40.77 $484,374 - $558,956
-13,710 Reduced 63.77%
7,789 $307 Million
Q4 2024

Jan 28, 2025
BUY
$34.86 - $37.97 $477,930 - $520,568
13,710 Added 176.02%
21,499 $763 Million
Q3 2024

Oct 17, 2024
SELL
$34.66 - $38.38 $205,221 - $227,247
-5,921 Reduced 43.19%
7,789 $297 Million
Q2 2024

Jul 22, 2024
BUY
$35.5 - $38.02 $486,705 - $521,254
13,710 New
13,710 $493 Million

Others Institutions Holding DFIV

# of Institutions
643
Shares Held
214M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFIV Quotes by TradingView
  • Ticker DFIV
  • Sector ETFs
  • Industry ETFs
More about DFIV
Track This Portfolio

Track Elser Financial Planning, Inc Portfolio

Follow Elser Financial Planning, Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Elser Financial Planning, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Elser Financial Planning, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email