Xy Planning Network, Inc. Dimensional ETF Tr Dimensional Transaction History
Xy Planning Network, Inc.
- $294 Billion
- Q2 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 180,535 shares of DFIC stock, worth $5.59 Million. This represents 1.91% of its overall portfolio holdings.
Number of Shares
180,535
Previous 156,226
15.56%
Holding current value
$5.59 Million
Previous $4.34 Billion
29.38%
% of portfolio
1.91%
Previous 2.89%
Shares
3 transactions
Others Institutions Holding DFIC
# of Institutions
496Shares Held
292MCall Options Held
6.6KPut Options Held
3.9K-
Mercer Global Advisors Inc Denver, CO30.9MShares$957 Million2.0% of portfolio
-
Envestnet Asset Management Inc27.5MShares$853 Million0.26% of portfolio
-
Forum Financial Management, LP Lombard, IL16MShares$495 Million8.62% of portfolio
-
Evensky & Katz LLC6.15MShares$190 Million11.67% of portfolio
-
High Tower Advisors, LLC Chicago, IL5.17MShares$160 Million0.2% of portfolio