Xy Planning Network, Inc. Dimensional ETF Tr Dimensional Transaction History
Xy Planning Network, Inc.
- $150 Billion
- Q1 2025
A detailed history of Xy Planning Network, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Xy Planning Network, Inc. holds 67,064 shares of DISV stock, worth $2.01 Million. This represents 1.3% of its overall portfolio holdings.
Number of Shares
67,064
Previous 70,142
4.39%
Holding current value
$2.01 Million
Previous $1.86 Billion
4.79%
% of portfolio
1.3%
Previous 1.4%
Shares
2 transactions
Others Institutions Holding DISV
# of Institutions
326Shares Held
66.9MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$266 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL6.39MShares$192 Million3.36% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$94.6 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.23MShares$67 Million1.08% of portfolio
-
Ritholtz Wealth Management1.65MShares$49.5 Million1.46% of portfolio