Xy Planning Network, Inc. Dimensional ETF Tr Dimensional Transaction History
Xy Planning Network, Inc.
- $574 Billion
- Q4 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 478,664 shares of DFIC stock, worth $16 Million. This represents 2.87% of its overall portfolio holdings.
Number of Shares
478,664
Previous 180,535
165.14%
Holding current value
$16 Million
Previous $5.61 Billion
193.88%
% of portfolio
2.87%
Previous 1.91%
Shares
4 transactions
Others Institutions Holding DFIC
# of Institutions
547Shares Held
291MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO34.9MShares$1.16 Billion1.95% of portfolio
-
Forum Financial Management, LP Lombard, IL16.5MShares$552 Million8.29% of portfolio
-
Evensky & Katz LLC6.16MShares$205 Million11.71% of portfolio
-
High Tower Advisors, LLC Chicago, IL5.1MShares$170 Million0.2% of portfolio
-
Envestnet Asset Management Inc4.79MShares$160 Million0.05% of portfolio