Xy Planning Network, Inc. Dimensional ETF Tr Natl Mun Bd Transaction History
Xy Planning Network, Inc.
- $150 Billion
- Q1 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 10,130 shares of DFNM stock, worth $477,325. This represents 0.32% of its overall portfolio holdings.
Number of Shares
10,130
Previous 8,615
17.59%
Holding current value
$477,325
Previous $412 Million
17.09%
% of portfolio
0.32%
Previous 0.31%
Shares
2 transactions
Others Institutions Holding DFNM
# of Institutions
241Shares Held
25.4MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.7MShares$127 Million3.53% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$56.4 Million0.64% of portfolio
-
Foster Group, Inc.1.1MShares$52 Million2.05% of portfolio
-
Geo Wealth Management, LLC Chicago, IL1.01MShares$47.4 Million1.65% of portfolio
-
First Ascent Asset Management, LLC901KShares$42.5 Million4.9% of portfolio