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Aryn Sands

Elser Financial Planning, Inc

Assets Managed
$2.06B
Holdings
132
Last Quarter
2026 - Q1
Filed Date
2mo 4d ago
Growth Rate
1390.03%(2Q avg: 728.32%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Elser Financial Planning, Inc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 132 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 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 2.06B in assets, with a quarterly growth rate of 1390.03% and a 2-quarter average growth rate of 728.32%. The portfolio is managed by Aryn Sands, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
MBIN
Merchants Bancorp In
Recent Activity
New Position
57.21%
$1.179B
26.983M shares@ $43.69 avg price
DFCF
Dimensional Core Fixed Inc
Recent Activity
Increased 13684.59%
8.63%
$177.68M
4.2M shares@ $42.31 avg price
DFAU
Dimensional Us Core Equity M
Recent Activity
New Position
4.34%
$89.356M
1.982M shares@ $45.1 avg price
DFIC
Dimensional International Co
Recent Activity
New Position
3.75%
$77.224M
2.17M shares@ $35.58 avg price
DFUS
Dimensional Us Eq Mkt Etf
Recent Activity
Increased 2077.04%
3.21%
$66.04M
931,031 shares@ $70.94 avg price
DFUV
Dimensional Us Marketwide Va
Recent Activity
Increased 12073.88%
2.1%
$43.137M
891,980 shares@ $48.37 avg price
DFAS
Dimensional Us Small Cap Etf
Recent Activity
Increased 2754.42%
1.92%
$39.393M
555,668 shares@ $70.9 avg price
DFGX
Dim Gbl Ex Us C Fixed Inc
Recent Activity
Increased 11.44%
1.81%
$37.18M
707,855 shares@ $52.53 avg price
DFSD
Dimensional Short Duration
Recent Activity
New Position
1.8%
$37.013M
772,713 shares@ $47.91 avg price
DFEM
Dimensional Emerging Markets
Recent Activity
New Position
1.74%
$35.741M
1.044M shares@ $34.24 avg price

1-10 of 132