Top 50 Elser Financial Planning, Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MBIN | MERCHANTS BANCORP IND | 57.21% | 26.98M | $1.18B | new | $40.72(+13.86%) | 2026-03-31 | |
| DFCF | DIMENSIONAL ETF TRUST | 8.62% | 4.20M | $177.7M | +13684.58%(+4.17M) | $42.39(-0.33%) | 2026-03-31 | |
| DFAU | DIMENSIONAL ETF TRUST | 4.34% | 1.98M | $89.4M | new | $40.09(+24.65%) | 2026-03-31 | |
| DFIC | DIMENSIONAL ETF TRUST | 3.75% | 2.17M | $77.2M | new | $26.99(+38.08%) | 2026-03-31 | |
| DFUS | DIMENSIONAL ETF TRUST | 3.21% | 931.0K | $66.0M | +2077.04%(+888.26K) | $72.09(+9.40%) | 2026-03-31 | |
| DFUV | DIMENSIONAL ETF TRUST | 2.09% | 892.0K | $43.1M | +12073.88%(+884.65K) | $47.47(+9.66%) | 2026-03-31 | |
| DFAS | DIMENSIONAL ETF TRUST | 1.91% | 555.7K | $39.4M | +2754.41%(+536.20K) | $70.21(+10.77%) | 2026-03-31 | |
| DFGX | DIMENSIONAL ETF TRUST | 1.8% | 707.9K | $37.2M | +11.44%(+72.65K) | $53.22(-1.17%) | 2026-03-31 | |
| DFSD | DIMENSIONAL ETF TRUST | 1.8% | 772.7K | $37.0M | new | $47.36(+1.12%) | 2026-03-31 | |
| DFEM | DIMENSIONAL ETF TRUST | 1.73% | 1.04M | $35.7M | new | $27.17(+45.90%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +1.88% | +5.76% |
| Top 20 Holdings Unweighted | +5.84% | +18.56% |
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