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Elser Financial Planning, Inc

Q1 2026 13F Holdings

  • Location
    indianapolis, IN
  • Num holdings

    132

  • Value ($000)

    $2,060,325

  • Date Filed
    04/16/2026
  • Form type
    13F-HR
  • CIK
    0002028202
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
M
MBIN

MERCHANTS BANCORP IND

COM
58844R108
$1.18B
57 %

26,983,101

D
DFCF

DIMENSIONAL ETF TRUST

CORE FIXED INCOM
25434V872
$177.68M
9 %

4,200,025

D
DFAU

DIMENSIONAL ETF TRUST

US CORE EQT MKT
25434V104
$89.36M
4 %

1,981,512

D
DFIC

DIMENSIONAL ETF TRUST

INTL CORE EQUITY
25434V799
$77.22M
4 %

2,170,433

D
DFUS

DIMENSIONAL ETF TRUST

US EQUITY MARKET
25434V401
$66.04M
3 %

931,031

D
DFUV

DIMENSIONAL ETF TRUST

US MKTWIDE VALUE
25434V724
$43.14M
2 %

891,980

D
DFAS

DIMENSIONAL ETF TRUST

US SMALL CAP ETF
25434V500
$39.39M
2 %

555,668

D
DFGX

DIMENSIONAL ETF TRUST

DIMENSIONAL INTE
25434V575
$37.18M
2 %

707,855

D
DFSD

DIMENSIONAL ETF TRUST

SHORT DURATION F
25434V864
$37.01M
2 %

772,713

D
DFEM

DIMENSIONAL ETF TRUST

EMERGING MKTS CO
25434V732
$35.74M
2 %

1,043,991

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