Xy Planning Network, Inc. Dimensional ETF Tr Transaction History
Xy Planning Network, Inc.
- $150 Billion
- Q1 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 100,623 shares of DFAX stock, worth $2.88 Million. This represents 1.76% of its overall portfolio holdings.
Number of Shares
100,623
Previous 105,780
4.88%
Holding current value
$2.88 Million
Previous $2.63 Billion
0.25%
% of portfolio
1.76%
Previous 1.97%
Shares
2 transactions
Others Institutions Holding DFAX
# of Institutions
607Shares Held
248MCall Options Held
6.8KPut Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$322 Million3.18% of portfolio
-
Geometric Wealth Advisors7.93MShares$227 Million37.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.84MShares$225 Million0.08% of portfolio
-
Envestnet Asset Management Inc7.7MShares$221 Million0.07% of portfolio
-
Rfg Advisory, LLC Birmingham, AL5.74MShares$165 Million4.32% of portfolio