Elser Financial Planning, Inc
Q4 2024 13F Holdings
- Locationindianapolis, IN
- Num holdings
110
- Value ($000)
$1,671,157
- Date Filed01/28/2025
- Form type13F-HR
- CIK0002028202
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
MBIN MERCHANTS BANCORP IND | COM | 58844R108 | $994.21M | 60 % | 27,260,950 | ||
DFCF DIMENSIONAL ETF TRUST | CORE FIXED INCOM | 25434V872 | $143.22M | 9 % | 3,439,913,328 | ||
DFAU DIMENSIONAL ETF TRUST | US CORE EQT MKT | 25434V104 | $80.29M | 5 % | 1,981,392,522 | ||
DFUS DIMENSIONAL ETF TRUST | US EQUITY MARKET | 25434V401 | $63.95M | 4 % | 1,003,123 | ||
DFIC DIMENSIONAL ETF TRUST | INTL CORE EQUITY | 25434V799 | $52.30M | 3 % | 2,022,479,247 | ||
DFAS DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 25434V500 | $47.71M | 3 % | 733,075 | ||
DFUV DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 25434V724 | $40.33M | 2 % | 985,539 | ||
DFAT DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 | $39.30M | 2 % | 706,144 | ||
DFSD DIMENSIONAL ETF TRUST | SHORT DURATION F | 25434V864 | $33.27M | 2 % | 709,717 | ||
DFEM DIMENSIONAL ETF TRUST | EMERGING MKTS CO | 25434V732 | $26.69M | 2 % | 1,018,165,805 |
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