Xy Planning Network, Inc. Dimensional ETF Tr Dimensional Transaction History
Xy Planning Network, Inc.
- $133 Billion
- Q4 2024
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 70,142 shares of DISV stock, worth $1.98 Million. This represents 1.4% of its overall portfolio holdings.
Number of Shares
70,142Holding current value
$1.98 Million% of portfolio
1.4%Shares
1 transactions
Others Institutions Holding DISV
# of Institutions
323Shares Held
66MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$250 Million10.25% of portfolio
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Forum Financial Management, LP Lombard, IL6.39MShares$181 Million3.36% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$89 Million0.94% of portfolio
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Buckingham Strategic Partners Saint Louis, MO2.23MShares$63 Million1.08% of portfolio
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Ritholtz Wealth Management1.42MShares$40.2 Million1.12% of portfolio