Xy Planning Network, Inc. Dimensional ETF Tr Short Durat Transaction History
Xy Planning Network, Inc.
- $294 Billion
- Q2 2025
A detailed history of Xy Planning Network, Inc. transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Xy Planning Network, Inc. holds 69,337 shares of DFSD stock, worth $3.34 Million. This represents 1.13% of its overall portfolio holdings.
Number of Shares
69,337
Previous 51,579
34.43%
Holding current value
$3.34 Million
Previous $2.45 Billion
35.82%
% of portfolio
1.13%
Previous 1.63%
Shares
3 transactions
Others Institutions Holding DFSD
# of Institutions
360Shares Held
74.5MCall Options Held
0Put Options Held
0-
Buckingham Strategic Partners Saint Louis, MO3.9MShares$188 Million2.67% of portfolio
-
Savant Capital, LLC3.66MShares$176 Million1.15% of portfolio
-
Apella Capital, LLC3.4MShares$163 Million4.64% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.07MShares$148 Million1.76% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.64MShares$127 Million11.4% of portfolio