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Dimensional Etf Trust shares owned by Elser Financial Planning

Quarter-by-quarter ownership of Dimensional Etf Trust (DFAT) shares owned by Elser Financial Planning from 13F filings

Historical chart of Elser Financial Planning investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Dimensional Etf Trust held by Elser Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dimensional Etf Trust by Elser Financial Planning

Quarter filed Position value Share count Share price at filing
2025-06-30 $39M 706k 54.70
2024-12-31 $39M 706k 55.66
2024-06-30 $29M 552k 51.87

More positions owned by Elser Financial Planning

Eli Lilly & Co. (LLY)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Dimensional Etf Trust Us Equity Market (DFUS)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Brown & Brown (BRO)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Vanguard Index Fds Small Cp Etf (VB)
Microsoft Corporation (MSFT)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Johnson & Johnson (JNJ)
Amazon (AMZN)
First Tr Exchange-traded SHS (QTEC)

View all positions for Elser Financial Planning

Top funds holding Dimensional Etf Trust

Creative Planning
Colony
Forum Financial Management
Index Fund Advisors
Savant Capital Management
Pure Financial Advisors
Buckingham Strategic Partners
EP Wealth Advisors
Jackson Thornton Asset Management
Asset Dedication
Willow Creek Wealth Management
Wealth Enhancement Advisory Services
HighTower Advisors
Trust Co of the South
Raymond James Financial

View all funds holding Dimensional Etf Trust