Xy Planning Network, Inc. Dimensional ETF Tr Transaction History
Xy Planning Network, Inc.
- $133 Billion
- Q4 2024
A detailed history of Xy Planning Network, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Xy Planning Network, Inc. holds 105,780 shares of DFAX stock, worth $2.76 Million. This represents 1.97% of its overall portfolio holdings.
Number of Shares
105,780Holding current value
$2.76 Million% of portfolio
1.97%Shares
1 transactions
Others Institutions Holding DFAX
# of Institutions
572Shares Held
242MCall Options Held
2KPut Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$293 Million3.18% of portfolio
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Envestnet Asset Management Inc8.34MShares$217 Million0.07% of portfolio
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Lpl Financial LLC Fort Mill, SC7.58MShares$197 Million0.08% of portfolio
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Geometric Wealth Advisors7.56MShares$197 Million35.57% of portfolio
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Commonwealth Equity Services, LLC6.03MShares$157 Million0.22% of portfolio