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 8,941 shares of DUHP stock, worth $325,273. This represents 0.11% of its overall portfolio holdings.
Number of Shares
8,941Holding current value
$325,273% of portfolio
0.11%Shares
1 transactions
Others Institutions Holding DUHP
# of Institutions
445Shares Held
238MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO38.1MShares$1.38 Billion2.93% of portfolio
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Envestnet Asset Management Inc36.5MShares$1.33 Billion0.4% of portfolio
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Merriman Wealth Management, LLC8.15MShares$296 Million11.99% of portfolio
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Forum Financial Management, LP Lombard, IL7.17MShares$261 Million4.42% of portfolio
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Vista Wealth Management Group, LLC7.05MShares$256 Million15.92% of portfolio