Xy Planning Network, Inc. Dimensional ETF Tr Dimensional Transaction History
Xy Planning Network, Inc.
- $294 Billion
- Q2 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 81,282 shares of DISV stock, worth $2.91 Million. This represents 0.91% of its overall portfolio holdings.
Number of Shares
81,282
              Previous 67,064
              
        
           21.2%
        
      
          
        Holding current value
$2.91 Million
            Previous $1.95 Billion
            
        
           36.98%
        
      
          
        % of portfolio
0.91%
            Previous 1.3%
          
        Shares
	  3 transactions
	
  Others Institutions Holding DISV
# of Institutions
377Shares Held
81.3MCall Options Held
0Put Options Held
0- 
    
      Merriman Wealth Management, LLC8.87MShares$317 Million10.25% of portfolio
- 
    
      Forum Financial Management, LP Lombard, IL5.91MShares$211 Million3.28% of portfolio
- 
    
      Mather Group, Llc. Chicago, IL5.86MShares$210 Million2.13% of portfolio
- 
    
      Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$113 Million0.94% of portfolio
- 
    
      Buckingham Strategic Partners Saint Louis, MO2.52MShares$90.1 Million1.18% of portfolio