Elser Financial Planning Portfolio Changes in Q2 2026: Strategic Buys and Sells
Elser Financial Planning's portfolio saw significant adjustments this quarter, with notable increases in Dimensional ETF holdings like DFCF and DFGX, alongside a decrease in its largest position MBIN.
By Insiderset.Jul 16, 2026, 9:52 PM
Elser Financial Planning's portfolio saw significant adjustments this quarter, with notable increases in Dimensional ETF holdings like DFCF and DFGX, alongside a decrease in its largest position MBIN.