Xy Planning Network, Inc. Dimensional ETF Tr U S Core Eq Transaction History
Xy Planning Network, Inc.
- $133 Billion
- Q4 2024
A detailed history of Xy Planning Network, Inc. transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Xy Planning Network, Inc. holds 268,631 shares of DFAC stock, worth $9.27 Million. This represents 6.98% of its overall portfolio holdings.
Number of Shares
268,631Holding current value
$9.27 Million% of portfolio
6.98%Shares
1 transactions
Others Institutions Holding DFAC
# of Institutions
1,056Shares Held
797MCall Options Held
40KPut Options Held
0-
Envestnet Asset Management Inc57.3MShares$1.98 Billion0.66% of portfolio
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Mercer Global Advisors Inc Denver, CO46.5MShares$1.6 Billion3.97% of portfolio
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Forum Financial Management, LP Lombard, IL37.6MShares$1.3 Billion25.73% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.29 Billion13.39% of portfolio
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Lpl Financial LLC Fort Mill, SC18.2MShares$627 Million0.26% of portfolio