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.
As of June 30th, 2026, Elser Financial Planning, Inc. has made several noteworthy adjustments to its portfolio holdings during the second quarter.
The investment firm's largest position, Merchants Bancorp IND (MBIN), saw a slight reduction in weight this period, decreasing by 0.65% and shedding approximately 174,476 shares. This represents one of the more significant changes observed across its extensive portfolio.
Elser Financial Planning's buying activity appears to be concentrated in Dimensional Fund Trust ETFs. The firm increased its stake in DFCF by 5.17%, adding about 217,288 shares. Similarly, investments were noted in other Dimensional ETFs including DFGX (up 10.05%), DFIC (up 1.69%), DFSO (new position), and DFSD (up 3.28%).
Additionally, the firm initiated or bolstered positions in several other entities this quarter. Holdings were added to Dimensional ETF TR DFLV (8.77% increase) and DUHP (4.87% increase). Furthermore, Vanguard Municipal Bond Fund (VTEB), a Dimensional ETF, was also added to the portfolio.
The most significant share increase among all holdings tracked by Elser Financial Planning this quarter was in IShares TR PFF (+94.15%). The firm acquired 12,384 shares, bringing its total position to 25,538 shares of American Century ETF Trust (PFF). Another large acquisition was Vanguard Municipal Bond Fund Shares (VTEB), adding approximately 16,556 shares.
Conversely, the investor noted substantial exits from certain positions. Holdings in MBIN were reduced significantly by 0.65%, while other Dimensional ETFs like DFAS and DFEU also saw decreases of -2.94% and -0.52% respectively.
Elser Financial Planning's portfolio remains heavily concentrated, with Merchants Bancorp IND (MBIN) accounting for 58.12%, followed by Dimensional ETF TR DFCF at 8.08%. Other significant holdings include DFIC (3.57%), MBIN (58.12), and several smaller positions across various sectors.
For a detailed view of the investor's portfolio composition, including all holdings and sector allocations, please refer to their latest filing data.