Holdings
Elser Financial Planning, Inc
As of Sep 30, 2026, Elser Financial Planning, Inc reported 127 positions worth US$2.22B. Largest: Merchants Bancorp, Dimensional Core Fixed Income ETF and Dimensional US Core Equity Market ETF. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Merchants Bancorp | 26.8M | US$1.31B | −11,298 | Sep 30, 2026 |
| Dimensional Core Fixed Income ETF | 3.8M | US$152M | new | Sep 30, 2026 |
| Dimensional US Core Equity Market ETF | 1.99M | US$104M | new | Sep 30, 2026 |
| Dimensional International Core Equity 2 ETF | 2.28M | US$85.8M | new | Sep 30, 2026 |
| Dimensional U.S. Equity Market ETF | 917K | US$76.1M | new | Sep 30, 2026 |
| Dimensional Global Core Plus Fixed Income ETF | 1.02M | US$53M | new | Sep 30, 2026 |
| Dimensional US Marketwide Value ETF | 825K | US$45.4M | new | Sep 30, 2026 |
| Dimensional Emerging Markets Core Equity 2 ETF | 1.07M | US$42.5M | new | Sep 30, 2026 |
| Dimensional Short-Duration Fixed Income ETF | 819K | US$38M | new | Sep 30, 2026 |
| Avantis U.S. Large Cap Value ETF | 256K | US$23.1M | new | Sep 30, 2026 |