Elser Financial Planning, Inc
CIK Number: 0002028202
72.25M
Market Value
108
# of Holdings
3 months
Avg. Holding Period
20.00%
Win Rate
455.63%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | MBIN | Merchants Banco... | 33.53 | +3.36% | 27.26M | +100.00% | 994.21M | 36.47 | 59.49% |
| 2 | DFCF | Dimensional Cor... | 41.90 | +0.22% | 3.44B | +11.56M% | 143.22M | 41.27 | 8.57% |
| 3 | DFAU | Dimensional US ... | 37.80 | +0.23% | 1.98B | +100.00% | 80.29M | 40.49 | 4.80% |
| 4 | DFUS | Dimensional U.S... | 59.70 | +0.20% | 1M | +2.25K% | 63.95M | 63.55 | 3.83% |
| 5 | DFIC | Dimensional Int... | 28.86 | +0.96% | 2.02B | +100.00% | 52.3M | 25.85 | 3.13% |
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