Elser Financial Planning
$2.1B Assets Reported
141 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| MBIN | MERCHANTS BANCORP IND | 26,983,101 | $1.2B | 57.2% |
| DFCF | DIMENSIONAL ETF TRUST | 4,200,025 | $178M | 8.6% |
| DFAU | DIMENSIONAL ETF TRUST | 1,981,512 | $89M | 4.3% |
| DFIC | DIMENSIONAL ETF TRUST | 2,170,433 | $77M | 3.7% |
| DFUS | DIMENSIONAL ETF TRUST | 931,031 | $66M | 3.2% |
| DFUV | DIMENSIONAL ETF TRUST | 891,980 | $43M | 2.1% |
| DFAS | DIMENSIONAL ETF TRUST | 555,668 | $39M | 1.9% |
| DFGX | DIMENSIONAL ETF TRUST | 707,855 | $37M | 1.8% |
| DFSD | DIMENSIONAL ETF TRUST | 772,713 | $37M | 1.8% |
| DFEM | DIMENSIONAL ETF TRUST | 1,043,991 | $36M | 1.7% |
Track Elser Financial Planning's 13F portfolio: $2.1B in reported holdings, 141 positions. Top holdings, AUM, and quarterly changes on SentiSense.