Elser Financial Planning, Inc Purchases in Q4 2024

Elser Financial Planning, Inc

  • $1.67 Trillion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MBIN
Merchants Bancorp

Financial Services
27.3M
New
$35.94 - $45.87 $980M - $1.25B
27.3M $994B
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
0
+ 0.0%
$41.17 - $43.34 $0 - $0
3.44B $143B
DFAU
Dimensional ETF Tr

ETFs
0
New
$39.27 - $42.38 $0 - $0
1.98B $80.3B
DFUS
Dimensional ETF Tr U S Equity

ETFs
960K
+ 2245.61%
$61.52 - $66.5 $59.1M - $63.9M
1M $63.9B
DFIC
Dimensional ETF Tr Dimensional

ETFs
0
New
$25.61 - $28.0 $0 - $0
2.02B $52.3B
DFAS
Dimensional ETF Tr U S Small C

ETFs
714K
+ 3665.73%
$63.58 - $71.15 $45.4M - $50.8M
733K $47.7B
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
978K
+ 13350.78%
$40.38 - $44.35 $39.5M - $43.4M
986K $40.3B
DFAT
Dimensional ETF Tr U S Target

ETFs
706K
New
$54.54 - $61.04 $38.5M - $43.1M
706K $39.3B
DFSD
Dimensional ETF Tr Short Durat

ETFs
710K
New
$46.75 - $47.8 $33.2M - $33.9M
710K $33.3B
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
0
New
$26.16 - $28.82 $0 - $0
1.02B $26.7B
Dimensional ETF Trust
422K
New
N/A
422K $10.8B
DFSU
Dimensional ETF Tr Dimen Us Su
221K
New
N/A
221K $8.38B
DFSI
Dimensional ETF Tr Dimen Intl
223K
New
N/A
223K $7.31B
VCIT
Vanguard Intermediate Term Cor

ETFs
83.5K
New
$80.13 - $83.77 $6.69M - $6.99M
83.5K $6.7B
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
265K
New
$24.61 - $25.12 $6.51M - $6.65M
265K $6.53B
DFAI
Dimensional ETF Tr

ETFs
159K
New
$29.0 - $31.6 $4.62M - $5.03M
159K $4.65B
DFSE
Dimensional ETF Tr Dimen Emrgn
118K
New
N/A
118K $3.92B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
6.18K
New
$521.84 - $558.82 $3.23M - $3.45M
6.18K $3.33B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
39.6K
New
$77.86 - $79.27 $3.08M - $3.14M
39.6K $3.09B
VUSB
Vanguard Bd Index Fds
55K
New
N/A
55K $2.73B
DFAE
Dimensional ETF Tr

ETFs
70.4K
New
$25.36 - $28.15 $1.79M - $1.98M
70.4K $1.79B
NVDA
Nvidia Corp

Technology
12.2K
New
$117.0 - $148.88 $1.42M - $1.81M
12.2K $1.63B
JPM
Jpmorgan Chase & CO

Financial Services
5.59K
New
$205.18 - $250.29 $1.15M - $1.4M
5.59K $1.34B
FORA
Forian Inc.

Healthcare
559K
New
$2.0 - $2.2 $1.12M - $1.23M
559K $1.15B
FXL
First Tr Exchange Traded Fd Fi

ETFs
7.09K
New
$136.18 - $158.26 $965K - $1.12M
7.09K $1.05B
NVS
Novartis Ag

Healthcare
8.98K
New
$96.78 - $117.18 $869K - $1.05M
8.98K $874M
GOOGL
Alphabet Inc.

Communication Services
4.42K
New
$161.86 - $196.66 $716K - $870K
4.42K $837M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
22.7K
New
$33.92 - $36.6 $771K - $832K
22.7K $786M
ORCL
Oracle Corp

Technology
4.54K
New
$165.41 - $192.43 $750K - $873K
4.54K $756M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.28K
New
$567.81 - $607.81 $727K - $779K
1.28K $751M
Vanguard Mun Bd Fds
6.28K
+ 177.75%
N/A
9.81K $975M
XLE
Energy Sector Spdr

ETFs
7.05K
New
$83.32 - $97.27 $587K - $686K
7.05K $604M
UNH
Unitedhealth Group Inc

Healthcare
1.04K
New
$485.52 - $625.25 $503K - $647K
1.04K $524M
FXD
First Tr Exchange Traded Fd

ETFs
8K
New
$62.05 - $68.52 $496K - $548K
8K $517M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
9.3K
New
$55.45 - $61.08 $515K - $568K
9.3K $515M
DFIV
Dimensional ETF Tr

ETFs
13.7K
+ 176.02%
$34.86 - $37.97 $478K - $521K
21.5K $763M
ABBV
Abb Vie Inc.

Healthcare
2.61K
New
$164.99 - $203.87 $431K - $533K
2.61K $464M
TSLA
Tesla, Inc.

Consumer Cyclical
1.08K
New
$213.65 - $479.86 $231K - $518K
1.08K $436M
VGT
Vanguard Information Technolog

ETFs
687
New
$571.78 - $647.97 $393K - $445K
687 $427M
COST
Costco Wholesale Corp

Consumer Defensive
461
New
$873.59 - $994.69 $403K - $459K
461 $422M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
8.35K
New
$49.79 - $51.14 $416K - $427K
8.35K $418M
CHTR
Charter Communications, Inc.

Communication Services
1.02K
New
$315.38 - $408.02 $323K - $417K
1.02K $351M
META
Meta Platforms, Inc.

Communication Services
544
New
$554.08 - $632.68 $301K - $344K
544 $319M
XOM
Exxon Mobil Corp

Energy
2.8K
New
$105.51 - $125.37 $296K - $351K
2.8K $301M
CSCO
Cisco Systems, Inc.

Technology
4.89K
New
$52.45 - $60.02 $256K - $293K
4.89K $289M
ACN
Accenture PLC

Technology
780
New
$343.9 - $376.86 $268K - $294K
780 $274M
SPIB
Spdr Portfolio Intermediate Te

ETFs
8.35K
New
$32.65 - $33.68 $273K - $281K
8.35K $273M
Fidelity Greenwood Street Tr
9.48K
New
N/A
9.48K $260M
GLD
Spdr Gold Trust

ETFs
1.05K
New
$236.59 - $257.5 $249K - $271K
1.05K $254M
Activity Summary
Buys All Purchases 89 New Holdings 50 Increased Positions 39 Sells All Sells 8 Reductions 8 Sold out 0 Options Calls 0 Puts 0
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