ETF Holders

Elser Financial Planning, Inc ETF holdings

Indianapolis, IN

Reported $899.2M in 67 ETFs in its Form 13F for June 30, 2026.

ETF value
$899.2M
ETFs held
67
Change from prior quarter
+11.2%
With price moves
ETFs as a share of its 13F
39.0%
of $2.3B

Top 10 of 67 ETF holdings

TickerFundValueSharesChange
DFCFDimensional Core Fixed Income ETF$186.5M4,417,313+217,288 shares
DFAUDimensional US Core Equity Market ETF$102.9M1,989,838+8,326 shares
DFICDimensional International Core Equity 2 ETF$82.2M2,207,216+36,783 shares
DFUSDimensional U.S. Equity Market ETF$75.5M920,864−10,167 shares
DFUVDimensional US Marketwide Value ETF$48.6M882,671−9,309 shares
DFASDimensional U.S. Small Cap ETF$44.4M539,346−16,322 shares
DFEMDimensional Emerging Markets Core Equity 2 ETF$42.2M1,038,515−5,476 shares
DFGXDimensional International Core Fixed Income ETF$41.8M779,026+71,171 shares
DFSDDimensional Short-Duration Fixed Income ETF$38.1M798,092+25,379 shares
DFSVDimensional US Small Cap Value ETF$35.8M923,575+11,732 shares
57 more ETF positions

The full list comes with the Advisors and Institutions package.

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From SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002028202. Filings on SEC EDGAR.

Frequently asked questions

What ETFs does Elser Financial Planning, Inc own?

Elser Financial Planning, Inc reported 67 ETF positions worth $899.2M in its Form 13F for June 30, 2026. The largest was DFCF, at $186.5M.

Where does this data come from?

From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.

How current is it?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November.