Xy Planning Network, Inc. Dimensional ETF Tr Transaction History
Xy Planning Network, Inc.
- $294 Billion
- Q2 2025
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 137,431 shares of DFAX stock, worth $4.11 Million. This represents 1.37% of its overall portfolio holdings.
Number of Shares
137,431
Previous 100,623
36.58%
Holding current value
$4.11 Million
Previous $2.64 Billion
53.1%
% of portfolio
1.37%
Previous 1.76%
Shares
3 transactions
Others Institutions Holding DFAX
# of Institutions
637Shares Held
244MCall Options Held
6.8KPut Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$336 Million3.18% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.84MShares$234 Million0.08% of portfolio
-
Envestnet Asset Management Inc7.62MShares$228 Million0.07% of portfolio
-
Geometric Wealth Advisors7MShares$209 Million33.48% of portfolio
-
Monograph Wealth Advisors, LLC5.54MShares$166 Million21.04% of portfolio