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Dimensional Etf Trust shares owned by Elser Financial Planning

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

Historical chart of Elser Financial Planning investment in Dimensional Etf Trust

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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 $36M 744k 47.87
2024-12-31 $33M 710k 46.88

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

Buckingham Strategic Partners
Colony
Savant Capital Management
Apella Capital
Resources Investment Advisors
Beaird Harris Wealth Management
Planning Center
Envestnet Asset Management
DiNuzzo Private Wealth
Root Financial Partners
HighTower Advisors
Phillips Financial Management
Great Waters Wealth Management
Assetmark
Market Street Wealth Management Advisors

View all funds holding Dimensional Etf Trust