Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Elser Financial Planning, Inc (CIK 2028202) reported $2.06B across 132 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: MBIN ($1.18B, 57.21%), DFCF ($177.7M, 8.62%), DFAU ($89.4M, 4.34%), DFIC ($77.2M, 3.75%), DFUS ($66.0M, 3.21%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MBIN | MERCHANTS BANCORP IND | $1.18B | 57.21% | 27.0M | New |
| 2 | DFCF | DIMENSIONAL ETF TRUST | $177.7M | 8.62% | 4.2M | Added |
| 3 | DFAU | DIMENSIONAL ETF TRUST | $89.4M | 4.34% | 2.0M | New |
| 4 | DFIC | DIMENSIONAL ETF TRUST | $77.2M | 3.75% | 2.2M | New |
| 5 | DFUS | DIMENSIONAL ETF TRUST | $66.0M | 3.21% | 931,031 | Added |
| 6 | DFUV | DIMENSIONAL ETF TRUST | $43.1M | 2.09% | 891,980 | Added |
| 7 | DFAS | DIMENSIONAL ETF TRUST | $39.4M | 1.91% | 555,668 | Added |
| 8 | DFSD | DIMENSIONAL ETF TRUST | $37.0M | 1.80% | 772,713 | New |
| 9 | DFGX | DIMENSIONAL ETF TRUST | $37.2M | 1.80% | 707,855 | Added |
| 10 | DFEM | DIMENSIONAL ETF TRUST | $35.7M | 1.73% | 1.0M | New |
| 11 | DFSV | DIMENSIONAL ETF TRUST | $31.8M | 1.54% | 911,843 | New |
| 12 | LLY | ELI LILLY & CO | $24.3M | 1.18% | 25,824 | Trimmed |
| 13 | DFAT | DIMENSIONAL ETF TRUST | $22.9M | 1.11% | 369,253 | New |
| 14 | DUHP | DIMENSIONAL ETF TRUST | $20.6M | 1.00% | 562,024 | New |
| 15 | DFAX | DIMENSIONAL ETF TRUST | $17.6M | 0.85% | 518,020 | Added |
| 16 | DFSI | DIMENSIONAL ETF TRUST | $9.9M | 0.48% | 233,159 | New |
| 17 | DFGR | DIMENSIONAL ETF TRUST | $9.7M | 0.47% | 364,322 | New |
| 18 | DFSU | DIMENSIONAL ETF TRUST | $9.3M | 0.45% | 226,039 | New |
| 19 | DCOR | DIMENSIONAL ETF TRUST | $7.4M | 0.36% | 102,763 | New |
| 20 | AAPL | APPLE INC | $7.0M | 0.34% | 27,648 | Added |
| 21 | SUSB | ISHARES TR | $6.8M | 0.33% | 272,382 | New |
| 22 | DFAI | DIMENSIONAL ETF TRUST | $6.4M | 0.31% | 163,876 | New |
| 23 | VOO | VANGUARD INDEX FDS | $6.2M | 0.30% | 10,304 | Added |
| 24 | DFAE | DIMENSIONAL ETF TRUST | $5.7M | 0.28% | 170,293 | New |
| 25 | DFLV | DIMENSIONAL ETF TRUST | $5.7M | 0.28% | 160,572 | New |
Source: SEC Form 13F filings · as of 2026-03-31