Xy Planning Network, Inc. Dimensional ETF Tr Natl Mun Bd Transaction History
Xy Planning Network, Inc.
- $133 Billion
- Q4 2024
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 8,615 shares of DFNM stock, worth $408,954. This represents 0.31% of its overall portfolio holdings.
Number of Shares
8,615Holding current value
$408,954% of portfolio
0.31%Shares
1 transactions
Others Institutions Holding DFNM
# of Institutions
239Shares Held
25MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.7MShares$128 Million3.53% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$56.8 Million0.64% of portfolio
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Foster Group, Inc.1.14MShares$54.3 Million2.17% of portfolio
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Geo Wealth Management, LLC Chicago, IL1.01MShares$47.8 Million1.65% of portfolio
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First Ascent Asset Management, LLC901KShares$42.8 Million4.9% of portfolio