Xy Planning Network, Inc. Dimensional ETF Tr Short Durat Transaction History
Xy Planning Network, Inc.
- $150 Billion
- Q1 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 51,579 shares of DFSD stock, worth $2.45 Million. This represents 1.63% of its overall portfolio holdings.
Number of Shares
51,579
Previous 41,079
25.56%
Holding current value
$2.45 Million
Previous $1.93 Billion
27.27%
% of portfolio
1.63%
Previous 1.45%
Shares
2 transactions
Others Institutions Holding DFSD
# of Institutions
334Shares Held
67.6MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH4.17MShares$198 Million1.31% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.98MShares$142 Million2.55% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.71MShares$129 Million1.54% of portfolio
-
Apella Capital, LLC2.69MShares$128 Million4.45% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.59MShares$123 Million11.2% of portfolio