Elser Financial Planning, Inc: 13F holdings
CIK 20282022026Q2
| Positions | 124 |
|---|
| Reported value | $2.3bn |
|---|
| Filed | 2026-07-14 |
|---|
Change since last quarter
| Positions | 124 (-8 vs prior quarter) |
|---|
| Reported value | $2.3bn (+11.7%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| MBIN MERCHANTS BANCORP IND | 26,808,625 | $1.3bn | 58.1% |
| DFCF DIMENSIONAL ETF TRUST | 4,417,313 | $186.5m | 8.1% |
| PAVE DIMENSIONAL ETF TRUST | 1,989,838 | $102.9m | 4.5% |
| DFIC DIMENSIONAL ETF TRUST | 2,207,216 | $82.2m | 3.6% |
| DFUS DIMENSIONAL ETF TRUST | 920,864 | $75.5m | 3.3% |
| YM=F DIMENSIONAL ETF TRUST | 882,671 | $48.6m | 2.1% |
| DIMENSIONAL ETF TRUST | 539,346 | $44.4m | 1.9% |
| DFEM DIMENSIONAL ETF TRUST | 1,038,515 | $42.2m | 1.8% |
| DFGX DIMENSIONAL ETF TRUST | 779,026 | $41.8m | 1.8% |
| DFSD DIMENSIONAL ETF TRUST | 798,092 | $38.1m | 1.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2028202")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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