Xy Planning Network, Inc. Dimensional ETF Tr Emerging Mk Transaction History
Xy Planning Network, Inc.
- $150 Billion
- Q1 2025
A detailed history of Xy Planning Network, Inc. transactions in Dimensional ETF Tr Emerging Mk stock. As of the latest transaction made, Xy Planning Network, Inc. holds 104,888 shares of DFEM stock, worth $2.77 Million. This represents 1.85% of its overall portfolio holdings.
Number of Shares
104,888
Previous 83,570
25.51%
Holding current value
$2.77 Million
Previous $2.19 Billion
26.8%
% of portfolio
1.85%
Previous 1.64%
Shares
2 transactions
Others Institutions Holding DFEM
# of Institutions
426Shares Held
151MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL16.3MShares$431 Million8.46% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.92MShares$156 Million0.24% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO5.14MShares$136 Million2.46% of portfolio
-
Truepoint, Inc.4.75MShares$125 Million3.4% of portfolio
-
Sequoia Financial Advisors, LLC4.21MShares$111 Million0.96% of portfolio