Xy Planning Network, Inc. Dimensional ETF Tr U S Core Eq Transaction History
Xy Planning Network, Inc.
- $294 Billion
- Q2 2025
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 456,678 shares of DFAC stock, worth $16.8 Million. This represents 5.57% of its overall portfolio holdings.
Number of Shares
456,678
Previous 393,856
15.95%
Holding current value
$16.8 Million
Previous $13 Billion
25.97%
% of portfolio
5.57%
Previous 8.67%
Shares
3 transactions
Others Institutions Holding DFAC
# of Institutions
1,113Shares Held
822MCall Options Held
46.6KPut Options Held
600-
Mercer Global Advisors Inc Denver, CO53.8MShares$1.98 Billion4.13% of portfolio
-
Envestnet Asset Management Inc52.2MShares$1.92 Billion0.58% of portfolio
-
Forum Financial Management, LP Lombard, IL38.9MShares$1.43 Billion24.19% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.37 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$638 Million0.23% of portfolio