Xy Planning Network, Inc. Dimensional ETF Tr Natl Mun Bd Transaction History
Xy Planning Network, Inc.
- $294 Billion
- Q2 2025
A detailed history of Xy Planning Network, Inc. transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Xy Planning Network, Inc. holds 17,674 shares of DFNM stock, worth $849,942. This represents 0.29% of its overall portfolio holdings.
Number of Shares
17,674
Previous 10,130
74.47%
Holding current value
$849,942
Previous $482 Million
73.96%
% of portfolio
0.29%
Previous 0.32%
Shares
3 transactions
Others Institutions Holding DFNM
# of Institutions
250Shares Held
27.1MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.64MShares$127 Million3.2% of portfolio
-
Foster Group, Inc.1.5MShares$72.3 Million2.55% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.5 Million0.64% of portfolio
-
First Ascent Asset Management, LLC901KShares$43.3 Million4.9% of portfolio
-
Geo Wealth Management, LLC Chicago, IL862KShares$41.5 Million1.71% of portfolio