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Aryn Sands

Elser Financial Planning, Inc

Assets Managed
$2.306B
Holdings
124
Last Quarter
2026 - Q2
Filed Date
1d ago
Growth Rate
11.95%(2Q avg: 700.99%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Elser Financial Planning, Inc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 124 positions.

Assets under management

The assets under management (AUM) of Elser Financial Planning, Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 2.306B in assets, with a quarterly growth rate of 11.95% and a 2-quarter average growth rate of 700.99%. The portfolio is managed by Aryn Sands, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
MBIN
Merchants Bancorp In
Recent Activity
Decreased -0.64%
58.12%
$1.34B
26.809M shares@ $50.0 avg price
DFCF
Dimensional Core Fixed Inc
Recent Activity
Increased 5.18%
8.09%
$186.455M
4.417M shares@ $42.22 avg price
DFAU
Dimensional Us Core Equity M
Recent Activity
Increased 0.43%
4.46%
$102.855M
1.99M shares@ $51.7 avg price
DFIC
Dimensional International Co
Recent Activity
Increased 1.7%
3.57%
$82.241M
2.207M shares@ $37.26 avg price
DFUS
Dimensional Us Eq Mkt Etf
Recent Activity
Decreased -1.09%
3.28%
$75.456M
920,864 shares@ $81.95 avg price
DFUV
Dimensional Us Marketwide Va
Recent Activity
Decreased -1.04%
2.11%
$48.556M
882,671 shares@ $55.02 avg price
DFAS
Dimensional Us Small Cap Etf
Recent Activity
Decreased -2.93%
1.93%
$44.41M
539,346 shares@ $82.34 avg price
DFEM
Dimensional Emerging Markets
Recent Activity
Decreased -0.52%
1.83%
$42.205M
1.039M shares@ $40.64 avg price
DFGX
Dim Gbl Ex Us C Fixed Inc
Recent Activity
Increased 10.06%
1.82%
$41.752M
779,026 shares@ $53.6 avg price
DFSD
Dimensional Short Duration
Recent Activity
Increased 3.29%
1.66%
$38.109M
798,092 shares@ $47.76 avg price

1-10 of 124