Xy Planning Network, Inc. Dimensional ETF Tr Short Durat Transaction History
Xy Planning Network, Inc.
- $133 Billion
- Q4 2024
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 41,079 shares of DFSD stock, worth $1.95 Million. This represents 1.45% of its overall portfolio holdings.
Number of Shares
41,079Holding current value
$1.95 Million% of portfolio
1.45%Shares
1 transactions
Others Institutions Holding DFSD
# of Institutions
328Shares Held
65.8MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH4.17MShares$197 Million1.31% of portfolio
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Buckingham Strategic Partners Saint Louis, MO2.98MShares$141 Million2.55% of portfolio
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Resources Investment Advisors, Llc. Overland Park, KS2.71MShares$129 Million1.54% of portfolio
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Beaird Harris Wealth Management, LLC Dallas, TX2.59MShares$123 Million11.2% of portfolio
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Savant Capital, LLC2.31MShares$109 Million0.88% of portfolio