Xy Planning Network, Inc. Dimensional ETF Tr Us Marketwi Transaction History
Xy Planning Network, Inc.
- $294 Billion
- Q2 2025
A detailed history of Xy Planning Network, Inc. transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Xy Planning Network, Inc. holds 20,588 shares of DFUV stock, worth $917,813. This represents 0.3% of its overall portfolio holdings.
Number of Shares
20,588
              Previous 11,112
              
        
           85.28%
        
      
          
        Holding current value
$917,813
            Previous $458 Million
            
        
           90.09%
        
      
          
        % of portfolio
0.3%
            Previous 0.31%
          
        Shares
	  2 transactions
	
  Others Institutions Holding DFUV
# of Institutions
756Shares Held
278MCall Options Held
0Put Options Held
0- 
    
      Mercer Global Advisors Inc Denver, CO36.1MShares$1.61 Billion3.16% of portfolio
- 
    
      Envestnet Asset Management Inc31.8MShares$1.42 Billion0.41% of portfolio
- 
    
      Savant Capital, LLC16.7MShares$745 Million4.61% of portfolio
- 
    
      Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$643 Million6.31% of portfolio
- 
    
      Ci Private Wealth, LLC Miami, FL8.25MShares$368 Million0.51% of portfolio