Xy Planning Network, Inc. Dimensional ETF Tr Dimensional Transaction History
Xy Planning Network, Inc.
- $150 Billion
- Q1 2025
A detailed history of Xy Planning Network, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Xy Planning Network, Inc. holds 156,226 shares of DFIC stock, worth $4.47 Million. This represents 2.89% of its overall portfolio holdings.
Number of Shares
156,226
Previous 118,658
31.66%
Holding current value
$4.47 Million
Previous $3.07 Billion
41.47%
% of portfolio
2.89%
Previous 2.3%
Shares
2 transactions
Others Institutions Holding DFIC
# of Institutions
449Shares Held
267MCall Options Held
5.9KPut Options Held
0-
Envestnet Asset Management Inc29.5MShares$842 Million0.25% of portfolio
-
Mercer Global Advisors Inc Denver, CO27.4MShares$784 Million1.75% of portfolio
-
Forum Financial Management, LP Lombard, IL16.4MShares$467 Million8.36% of portfolio
-
Evensky & Katz LLC6.13MShares$175 Million10.37% of portfolio
-
Rw Investment Management LLC Eagle, ID4.92MShares$141 Million15.48% of portfolio