Elser Financial Planning
$2.3B 13F equity value
142 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Elser Financial Planning covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| MBIN | MERCHANTS BANCORP IND | 26,808,625 | $1.3B | 58.1% |
| DFCF | DIMENSIONAL ETF TRUST | 4,417,313 | $186M | 8.1% |
| DFAU | DIMENSIONAL ETF TRUST | 1,989,838 | $103M | 4.5% |
| DFIC | DIMENSIONAL ETF TRUST | 2,207,216 | $82M | 3.6% |
| DFUS | DIMENSIONAL ETF TRUST | 920,864 | $75M | 3.3% |
| DFUV | DIMENSIONAL ETF TRUST | 882,671 | $49M | 2.1% |
| DFAS | DIMENSIONAL ETF TRUST | 539,346 | $44M | 1.9% |
| DFEM | DIMENSIONAL ETF TRUST | 1,038,515 | $42M | 1.8% |
| DFGX | DIMENSIONAL ETF TRUST | 779,026 | $42M | 1.8% |
| DFSD | DIMENSIONAL ETF TRUST | 798,092 | $38M | 1.7% |
Track Elser Financial Planning's 13F portfolio: $2.3B in reported holdings, 142 positions. Top holdings and quarterly changes on SentiSense.
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