Xy Planning Network, Inc. Dimensional ETF Tr Short Durat Transaction History
Xy Planning Network, Inc.
- $294 Billion
- Q3 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 $3.34 Million. This represents 1.13% of its overall portfolio holdings.
Number of Shares
69,337
Previous 69,337
-0.0%
Holding current value
$3.34 Million
Previous $3.33 Billion
-0.0%
% of portfolio
1.13%
Previous 1.13%
Shares
3 transactions
Others Institutions Holding DFSD
# of Institutions
388Shares Held
84.7MCall Options Held
0Put Options Held
0-
Buckingham Strategic Partners Saint Louis, MO5.06MShares$244 Million2.96% of portfolio
-
Savant Capital, LLC4.15MShares$200 Million1.12% of portfolio
-
Apella Capital, LLC4MShares$193 Million4.51% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.24MShares$156 Million1.75% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.96MShares$143 Million11.13% of portfolio