Xy Planning Network, Inc. Dimensional ETF Tr Dimensional Transaction History
Xy Planning Network, Inc.
- $294 Billion
- Q2 2025
A detailed history of Xy Planning Network, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Xy Planning Network, Inc. holds 143,039 shares of DFSV stock, worth $4.54 Million. This represents 1.43% of its overall portfolio holdings.
Number of Shares
143,039
              Previous 67,995
              
        
           110.37%
        
      
          
        Holding current value
$4.54 Million
            Previous $1.91 Billion
            
        
           119.93%
        
      
          
        % of portfolio
1.43%
            Previous 1.28%
          
        Shares
	  3 transactions
	
  Others Institutions Holding DFSV
# of Institutions
482Shares Held
132MCall Options Held
0Put Options Held
0- 
    
      Savant Capital, LLC11.8MShares$373 Million2.26% of portfolio
- 
    
      Mather Group, Llc. Chicago, IL6.51MShares$206 Million2.11% of portfolio
- 
    
      Ci Private Wealth, LLC Miami, FL5.8MShares$184 Million0.25% of portfolio
- 
    
      Jmg Financial Group, Ltd.5.43MShares$172 Million5.05% of portfolio
- 
    
      Cerity Partners LLC New York, NY3.46MShares$110 Million0.18% of portfolio