Xy Planning Network, Inc. Dimensional ETF Tr Short Durat Transaction History
Xy Planning Network, Inc.
- $294 Billion
- Q2 2025
A detailed history of Xy Planning Network, Inc. transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Xy Planning Network, Inc. holds 69,337 shares of DFSD stock, worth $3.36 Million. This represents 1.13% of its overall portfolio holdings.
Number of Shares
69,337
              Previous 51,579
              
        
           34.43%
        
      
          
        Holding current value
$3.36 Million
            Previous $2.45 Billion
            
        
           35.82%
        
      
          
        % of portfolio
1.13%
            Previous 1.63%
          
        Shares
	  3 transactions
	
  Others Institutions Holding DFSD
# of Institutions
380Shares Held
80.1MCall Options Held
0Put Options Held
0- 
    
      Apella Capital, LLC4MShares$194 Million4.51% of portfolio
- 
    
      Buckingham Strategic Partners Saint Louis, MO3.9MShares$189 Million2.67% of portfolio
- 
    
      Savant Capital, LLC3.66MShares$177 Million1.15% of portfolio
- 
    
      Resources Investment Advisors, Llc. Overland Park, KS3.07MShares$149 Million1.76% of portfolio
- 
    
      Beaird Harris Wealth Management, LLC Dallas, TX2.58MShares$125 Million10.42% of portfolio