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 $2.79 Million. This represents 1.97% of its overall portfolio holdings.

Number of Shares

105,780

Holding current value

$2.79 Million

% of portfolio

1.97%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 26, 2025	BUY	$24.76 - $27.04 $2.62 Million - $2.86 Million	105,780 New	105,780 $2.63 Billion

Others Institutions Holding DFAX

# of Institutions

575

Shares Held

242M

Call Options Held

Put Options Held

Buckingham Strategic Wealth, LLC Clayton, MO

11.2M
Shares

$297 Million
3.18% of portfolio
Envestnet Asset Management Inc

8.34M
Shares

$220 Million
0.07% of portfolio
Lpl Financial LLC Fort Mill, SC

7.58M
Shares

$200 Million
0.08% of portfolio
Geometric Wealth Advisors

7.56M
Shares

$200 Million
35.57% of portfolio
Commonwealth Equity Services, LLC

6.03M
Shares

$159 Million
0.22% of portfolio

View Full List

About DIMENSIONAL ETF TR

Ticker DFAX

More about DFAX

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Xy Planning Network, Inc. Dimensional ETF Tr Transaction History